James is Lane Financial Management Ltd.’s newest addition to the team having completed his Bachelor of Science Degree in Finance from Aston University and his Diploma in Regulated Financial Planning.
James has previous experience working as a Financial Analyst at Lane Financial Management Ltd where he provided financial analysis and investment research to Carl and David, assisting them in meeting their clients objectives.
James focuses on helping clients to identify what they really want out of life and then builds suitable financial plans to enable clients to meet these objectives.
James is a strong believer that good financial planning provides peace of mind and allows clients to get on with what they enjoy most in life.
James is personable, approachable and enthusiastic and is always happy to go above and beyond to meet client needs.
Member of The Personal Finance Society
Member of The Society of Mortgage Professionals
Member of The Chartered Insurance Institute
First Class Honours
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
J10 – Discretionary Investment Management
CF6 – Mortgage Advice
Contact James Rivers