• james@lane.fm
  • 07946 737496

Financial Analyst

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James is Lane Financial Managements newest addition to the team having completed his Bachelor of Science degree in Finance from Aston University.

Alongside his finance degree, James has demonstrated commitment to developing his technical financial planning knowledge by undertaking study towards The Diploma in Regulated Financial Planning.

In addition to this, James has previous experience working as a financial analyst. This is where James developed his quantitative, analytical and financial planning capabilities.

James works alongside Carl and David, providing financial analysis, research and solutions in order to meet clients’ financial needs and objectives.

James is personable, approachable and enthusiastic, and is always happy to go above and beyond to meet clients’ needs.

 

James’s qualifications are listed below:

 

Bachelor of Science in Finance with Placement Year

First Class Honours

 

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

 

Contact James Rivers
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