Lance Baron

Lance Baron Email and Phone Number

Certified Financial Planner (CFPᵀᴹ Chartered FCSI) based in East Sussex, UK. We support people with more than £500K to invest by building a financial plan that will help them live the life they want… @ Plan 100
Lance Baron's Location
Cross In Hand, England, United Kingdom, United Kingdom
Lance Baron's Contact Details

Lance Baron work email

Lance Baron personal email

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Lance Baron phone numbers

About Lance Baron

MEET LANCE >>> As the founder of Plan 100, we build a plan to predict your cashflow until the age of 100. We’re not a faceless corporation with high fees and low continuity. We’re a boutique firm, which means you’ll talk to the same small team every time. We’re selective about the number of people we work with, so we can really get to know you and your needs. As you can imagine, this quality of service doesn’t come cheap – but we’re a lot less pricey than the big firms, and depending on our advice is a lot less risky than attempting to manage your money yourself. Most clients stay with us for life, and many recommend us to their family and friends.WHAT CLIENTS SAY >>> "Lance is very personable”, “Very good at drilling down to make complex information more understandable”, "I don’t have to go through layers of corporate nonsense”. Scroll down to read more recommendations.LET’S TALK >>> We accept a select handful of new clients each year. The first step is an informal conversation at no charge to see if we're a match. Give us a call on 01435 863787, ping an email to hello@plan100.co.uk. You might also like to do the quiz on our homepage at https://plan100.co.uk.OUTSIDE WORK >>> I love cricket, country walks with my dogs, and messing about in boats.

Lance Baron's Current Company Details
Plan 100

Plan 100

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Certified Financial Planner (CFPᵀᴹ Chartered FCSI) based in East Sussex, UK. We support people with more than £500K to invest by building a financial plan that will help them live the life they want…
Lance Baron Work Experience Details
  • Plan 100
    Chief Executive Officer
    Plan 100 Nov 2021 - Present
    Cross In Hand, England, United Kingdom
    Living well means following your dreams… and having the money to afford them. Are you investing enough now to comfortably achieve what you want later? No matter what your aspirations are, we’ll build you a plan to ensure you can live comfortably until you’re 100.We help you: • Decide what you want • Plan accordingly • Stick with the planCheck out our case studies >>> https://plan100.co.uk/case-studiesGet a flavour of our approach >>> https://plan100.co.uk/latest-insightsArrange a free discovery call >>> 01435 863787 or hello@plan100.co.uk
  • Tucana Financial Planning Llp
    Partner - Financial Planner
    Tucana Financial Planning Llp Apr 2010 - Oct 2021
    Cross In Hand, England, United Kingdom
    I was one of the partners and financial planners at Tucana. Our evidence-based approach helped clients achieve their financial goals while minimising risk, costs and tax.Our main message was:- Choose low-cost funds as these are proven to have the best chance of long-term return- Diversify your investments across a range of geographies and asset classes- Don’t be swayed by market volatility, media hype or promises made by expensive active fund managers. Instead, let us build you a good plan and then stick with itHappily, all my clients moved with me when Plan100 launched in 2021, where our investment approach remains the same.
  • Bluefin Group
    Financial Planner
    Bluefin Group Feb 2004 - Mar 2010
  • Baron Investments
    Partner
    Baron Investments Apr 1995 - Jan 2004

Lance Baron Skills

Investments Pensions Strategic Financial Planning Wealth Management Financial Planning Wealth Inheritance Tax Planning Retirement Planning Financial Advisory Investment Advisory Income Protection Retirement High Net Worth Individuals Financial Services Investment Strategies Savings Financial Planners Estate Planning Protection Finance Portfolio Management Asset Allocation

Lance Baron Education Details

Frequently Asked Questions about Lance Baron

What company does Lance Baron work for?

Lance Baron works for Plan 100

What is Lance Baron's role at the current company?

Lance Baron's current role is Certified Financial Planner (CFPᵀᴹ Chartered FCSI) based in East Sussex, UK. We support people with more than £500K to invest by building a financial plan that will help them live the life they want….

What is Lance Baron's email address?

Lance Baron's email address is la****@****ial.com

What is Lance Baron's direct phone number?

Lance Baron's direct phone number is +4414358*****

What schools did Lance Baron attend?

Lance Baron attended Tonbridge, University Of Bristol.

What skills is Lance Baron known for?

Lance Baron has skills like Investments, Pensions, Strategic Financial Planning, Wealth Management, Financial Planning, Wealth, Inheritance Tax Planning, Retirement Planning, Financial Advisory, Investment Advisory, Income Protection, Retirement.

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