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.
Fellow of The Personal Finance Society
Member of The Society of Mortgage Professionals
Member of The Chartered Insurance Institute
First Class Honours
AF1 – Personal Tax and Trust Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
AF8 – Retirement Income 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
J10 – Discretionary Investment Management
J12 – Securities Advice and Dealing
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance
Contact James Rivers