• carl@lane.fm
  • 02392 830640

Managing Director & Financial Director

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Carl joined Lane Financial Management Ltd in 2003 having completed fourteen years as a technical consultant with the largest insurance group in the United Kingdom.

Carl was appointed as Managing Director in 2019 and as such is the Senior Manager responsible for Lane Financial Management Ltd’s activities.

As is required by all financial advisers, Carl has completed the Financial Planning Certificate. Carl has attained the Advanced Financial Planning Certificate (AFPC) with qualifications in taxation and trusts, Personal Investment and Retirement Planning.

In addition to this Carl has further qualifications in Mortgage advice, Equity Release and Long Term Care provision. Carl has been accredited with the Pension Transfer Gold Standard and is registered with the Financial Conduct Authority as a Pension Transfer Specialist.

Carl is well placed to offer sound financial advice to all, whatever their financial position and objectives and his methodical, friendly and enthusiastic approach come recommended by many.

Carl always takes the time to understand fully his client’s requirements before implementing a financial planning strategy. Carl’s financial planning reports are thorough, honest and individually tailored to meet the clients’ objectives.

Carl provides a clear explanation as to the advantages and any disadvantages in following his recommendations. Carl strives to deliver advice in a timely fashion, unbiased in its nature and responds quickly to any queries raised.

Carl is a Member of the Personal Finance Society, The Chartered Insurance Institute, the Society of Mortgage Professionals and a Member of the Society of Life & Pensions.

Carl is qualified to Advanced Financial Planning Certificate level (Diploma PFS).

 

Carl’s qualifications are as below:

 

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

 

Specialist

ER1- Equity Release

AF5 – Financial Planning Process

AF7- Pension Transfers

Contact Carl Rivers
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