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.
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
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
FP1 – Financial Services and their Regulations
FP2 – Protection, Savings and Investments
FP3 – Identifying and Satisfying Client Needs
MAQ – Mortgage Advice Qualification
G10 – Taxation and Trusts
G20 – Personal Investment Planning
G60 – Pensions
ER1- Equity Release
AF5 – Financial Planning Process
AF7- Pension Transfers
Contact Carl Rivers