• james@lane.fm
  • 07946 737496

Financial Adviser

Reading Time: < 1 minute

About James

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.

 

James’s Professional Standing and Qualifications

Member 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

 

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 Mortgage Advice

CF6 – Mortgage Advice

 

Contact James Rivers
Copyright © Lane Financial Management 2019 - 2021
Lane Financial Management Ltd is authorised and regulated by the Financial Conduct Authority - Registration No. 438355