Fully Qualified Financial Adviser with over 20 years experience gained by direct client relationships providing bespoke solutions to individuals and companies.
David joined Lane Financial Management Ltd in 2000 after a varied career in multiple disciplines.
David was appointed a Director in 2003, subsequently Managing Director between 2009 and 2018 ensuring full compliance with regulatory systems and controls.
David now acts as consultant Executive Director whilst maintaining specialist services to his clients.
David attained acclamation from the Regulator for embedding ‘Treating Customers Fairly’ as central to the company’s culture; furthermore, David attained from the Chartered Insurance Institute formal acknowledgement of the company’s high standards of technical competence and business capability.
“start with a blank piece of paper .. then find out what the client really wants from financial planning”
Getting to know your client is essential to successful financial planning; listening is a key element to helping clients appreciate and understand their achievable aspirations and goals.
As clients circumstances change over time, as equally government regulations change over time, providing full and unfettered ‘continuing support’ to clients by way of regular reviews is also a key element to successful financial planning.
Lane Financial Management’s intimate knowledge of every client is the essence of our success..
PROFESSIONAL STANDING & QUALIFICATIONS
Member of the Society of Mortgage Professionals
Member of the Society of Life & Pensions
Diploma in Financial Planning
Dip PFS – Personal Finance Society Diploma (PFS)
R01 – Financial Services, Regulation and Ethics
R02 – Investment Principles
R03 – Personal Taxation
R04 – Pensions and Retirement Planning
R05 – Financial Protection
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 QualificationContact David Lane