Lance Baron CFP

Lance Baron CFP

Partner

In case you’re wondering, CFPᵀᴹ stands for Certified Financial Planner (Professional).

It’s just one of the qualifications I hold to give you reassurance about my professional expertise. The others include Chartered Wealth Manager (awarded by The Chartered Institute of Securities and Investment), the STEP (Society of Trusts and Estate Practitioners) certificate for financial services, and a Diploma in financial planning from the Chartered Insurance Institute.

To keep up to date, I remain active in the industry. I’m a member of the Chartered Institute of Securities and Investment (and was the Institute of Financial Planning Kent & Sussex Branch Chairman for three years Jan 2011 to Dec 2014). I’m also an affilate member of STEP.

I founded Tucana in 2010 with Jonathan and Geoff (now happily retired) after being a financial planner at Bluefin Group and Baron Investments.

I live with my wife and two daughters just outside Heathfield in East Sussex. In my spare time, I enjoy playing golf and tennis. Until recently, I also played cricket and was the Treasurer to the Waldron Cricket Club.

Find out more and read independent recommendations on my LinkedIn profile.

My message to you

I help business owners, company executives and retirees align their financial choices with their most important goals and deeply held values. Why do you turn up for work? Are you trying to be remembered as the best in your field? Or do you want to leave a legacy for your family? Whatever your most deeply held values, my job is get your entire financial house in perfect order and keep it that way – forever. Recent times vividly illustrate the unpredictable nature of different types of investments. Although unsettling, these periods highlight the importance of having a coherent, rational investment approach. No one controls the way free markets behave but you can control how you personally participate in the capital markets. I will ensure that – no matter what happens in the markets, the economy, or the world – you will have the highest probability of achieving your goals.

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