Client Portal & Documents

Client Portal

Access live information on your savings here. (Please note you will depart from the regulatory site of Lavender Financial Planners Limited. Lavender Financial Planners Limited is not responsible for the accuracy of the information contained within the linked site).

Get live info on your savings, via the Enable system

Client Guides

Videos

Documents

You can view our documentation here:

Financial Planning Brochure

Financial Planning Workbook

Terms of Business

Risk Questionnaire

Guide to Investing

Estate Preservation & Inheritance Tax Guide

Regulatory

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit their website: financial-ombudsman.org.uk.

GDPR Privacy & Cookies Statement

Complaint Procedure

Fair Value Statement

Testimonials

An extremely positive and beneficial experience and thank you for your time and patience...

AJ

London

Martin explains things in a way that is easy to understand & question. I cannot recommend him highly enough...

CC

Hitchin

Martin’s style is friendly and down to earth, and his advice is firmly fact based but with an empathy for the needs of family life...

RK

Bygrave

Thank you for your expert advice over the years, allowing us to “look after“ the family and have a worry free retirement.

MF & JF

Barton-on-Sea

Always professional, friendly and approachable, we would recommend Martin’s services to potential clients.

SG & RG

Barrington

Always responds quickly and explains the complexities well. No hesitation in recommending him to friends and family.

KT & WT

Dymock

Read More Testimonials

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