A wealth of experience built from decades working within the financial services industry

Our
Values

No Nonsense

Our approach is to tell you it exactly as it is. No sugar coating. Complete honesty drawn from our experience is the only way to protect you against nasty surprises in the future.

Unique

We pride ourselves in not fitting into the traditional compliance stereotype. We are not grey (on most days) and occasionally have been known to have a sense of humour.

Bespoke

We don’t believe tick boxes are a solution to anything. We want to get under the bonnet of your business and put forward bespoke strategies to meet your specific needs.

Culture Matters

We believe we all have a responsibility to create a positive working environment promoting collaboration and respect for people and planet.

OUR PEOPLE

Old enough to know something

Humble enough to know it’s not everything.

Suzi Lane
Founder, Director

  • "Suzi represents a different and much-needed model of leadership within financial planning. She has consistently challenged the idea that success should be measured purely by assets, sales or corporate hierarchy. Instead she has built a business and culture centred around people, integrity, responsibility and long-term positive impact."

    —Professional Colleague

  • "Suzi's influence is evident...in the respect she commands across the industry. She has helped move conversations around leadership, wellbeing, inclusion and social responsibility forward in a meaningful and lasting way."

    —Professional Colleague and Industry Peer

  • "Suzi is a always a pleasure to work with. Her input on file checks has always been constructive and practical. We have often discussed cases together, and I have valued her ability to provide clear guidance while maintaining a strong focus on client needs and good outcomes."

    —Financial Planner

  • "Suzi is dedicated, extremely hard working and most importantly everything is performed with the utmost professionalism and integrity. Her knowledge and expertise of compliance and risk for financial advice firms is unrivalled."

    -Insurance Broker

  • "Your commitment to putting people first is so important and it shines through in everything you do. The culture you have created doesn't happen by accident; it's a direct reflection of the care, effort and thought you invest in your team every day."

    -Training Provider

  • "What sets her apart is her ability to combine significant regulatory expertise with sound judgement and solid good old common sense. She is knowledgeable, approachable and highly effective.

    -Compliance Consultant

  • "Suzi is very much a team player and a great leader. She is a great coach and mentor and I have seen this with the progression of various IFAs within the firms she has worked for. I have found Suzi a valuable component when providing advice. She strives to ensure that our advice aligns with regulatory requirements but is willing to discuss cases."

    -Financial Planner

  • "What truly sets her apart is how she delivers her insights. She puts in the hard work behind the scenes, is humble, grounds all her arguments in solid evidence, and operates with a profound sense of reasonableness at her core - and she always presents her findings with a smile and an opportunity to talk. Because Suzi has managed advisers directly herself, her guidance is never purely theoretical - it's very pragmatic. ."

    -FPFS Chartered Financial Planner

  • I've worked closely with Suzi Lane for over 15 years, and during that time she has consistently impressed me with her diligence, integrity and balanced approach. She has always been incredibly supportive, taking the time to talk through any questions or concerns I've had and offering clear, practical advice. Her knowledge of high-risk investment products, along with her understanding of regulatory requirements, is outstanding.

    -PI Insurer

  • Suzi will go above and beyond to support her colleagues and any team she is working with. She has run successful apprenticeship schemes to support new blood coming into the industry...if you have the opportunity of working with Suzi, you can be sure of feeling supported whilst knowing she will guide you through complex regulatory requirements.

    -Financial Planner

About you…

We want to spend this next decade being part of something better - working alongside companies who share our values. We feel we have earned the right to be selective!

We are passionate about building a stronger, more inclusive, caring and sustainable profession where people are appreciated and ‘client value’ is more than their book price.

The measure of our success is your buy-in. We want to give you the awareness and tools to make changes when needed, with objectives that your business understands, owns and delivers upon. For this to work, we just need your engagement, support and candour.