• david@lane.fm
  • 02392 830640

Financial Adviser

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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.

 

DAVID’S MOTTO:

“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 Qualification

Contact David Lane
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Lane Financial Management Ltd is authorised and regulated by the Financial Conduct Authority - Registration No. 438355