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