• james@lane.fm
  • 07946 737496

Chartered Financial Planner

About James

James is a Chartered Financial Planner and Director of Lane Financial Management.

Having joined Lane Financial in 2020 he has been a practicing financial planner and Director ever since. James is a strong believer in helping clients identify what they want out of life to build a financial plan that facilitates their objectives. James is well placed to offer sound financial advice having been admitted as a Fellow of the Personal Finance Society and obtaining the prestigious title of Chartered Financial Planner.

Outside of work you can find James wining and dining with his fiancée or catching up with his friends and family.

 

James’s Professional Standing and Qualifications

Fellow of The Personal Finance Society

Member of The Society of Mortgage Professionals

Member of The Chartered Insurance Institute

 

Bachelor of Science in Finance

First Class Honours

 

Advanced Diploma in Financial Planning

AF1 – Personal Tax and Trust Planning

AF4 – Investment Planning

AF5 – Financial Planning Process

AF8 – Retirement Income Planning

 

Diploma in Regulated Financial Planning

RO1 – Financial Services, Regulation and Ethics

RO2 – Investment Principles and Risk

RO3 – Personal Taxation

RO4 – Pensions and Retirement Planning

RO5 – Financial Protection

RO6 – Financial Planning Practice

 

Certificate in Discretionary Investment Management

J10 – Discretionary Investment Management

 

Certificate in Securities Advice and Dealing

J12 – Securities Advice and Dealing

 

Certificate in Mortgage Advice

CF6 – Mortgage Advice

 

Award in Long-Term Care Insurance

CF8 – Long Term Care Insurance

 

Contact James Rivers
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