Lance Baron

Lance is the founder of Plan 100. The company name tells you what you get in the first instance – a plan to predict your cashflow until the age of 100. In financial services all his working life, clients benefit from Lance’s deep expertise delivered simply, sincerely, and with a dash of humour.

For reassurance about his professional expertise, you might want to know about his qualifications and accreditations. These include:

  • Certified Financial Planner (CFPᵀᴹ)
  • Member of The Chartered Institute of Securities and Investment (CISI) and awarded Chartered Wealth Manager (Chartered MCSI)
  • Diploma in Financial Planning from the Chartered Insurance Institute
  • Affiliate member of the Society of Trusts and Estate Practitioners (STEP) and holder of their Certificate for Financial Services
  • Former Chairman of the Institute of Financial Planning (IFP) Kent & Sussex branch

Previously, Lance was a partner at Tucana Financial Planning, and has also worked at Bluefin Group (formerly Thinc), and Baron Investments. He started his financial services career in 1988.


Country walks with his dogs

Messing about in boats