• carl@lane.fm
  • 02392 830640

Managing Director & Financial Planner

About Carl

Carl was appointed as our managing director in late 2019 and is responsible for formulating our corporate strategy and client proposition.

Carl joined Lane Financial in 2003 and has been a  practicing financial planner and Director ever since. Prior to this, he completed fourteen years as a technical consultant with the largest insurance group in the United Kingdom. He is well placed to offer sound financial advice having obtained the Advanced Financial Planning Certificate and various specialist qualifications throughout his career.

Outside of work Carl enjoys spending time with his family and travelling the world with his wife.


Carl’s Professional Standing and Qualifications

Member of the Personal Finance Society

Member of The Society of Mortgage Professionals

Member of the Society of Life and Pensions

Member of The Chartered Insurance Institute


Financial Planning Certificate

CFP – Certified Financial Planner Licence (IFP)

CF1 – UK Financial Services, Regulations and Ethics

CF3 – Financial Protection

CF4 – Retirement Planning

CF5 – Integrated Financial Planning

CF6 – Certificate in Mortgage Advice


Certificate in Life & Pensions

FP1 – Financial Services and their Regulations

FP2 – Protection, Savings and Investments

FP3 – Identifying and Satisfying Client Needs


Certificate in Mortgage Advice

MAQ – Mortgage Advice Qualification


Advanced Financial Planning Certificate

G10 – Taxation and Trusts

G20 – Personal Investment Planning

G60 – Pensions



ER1- Equity Release

AF5 – Financial Planning Process

AF7- Pension Transfers

Contact Carl Rivers
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