• james@lane.fm
  • 07946 737496

Chartered Financial Planner

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About James

James describes himself as a ‘no nonsense Chartered Financial Planner who helps to make finance simple, digestible and enjoyable.’

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 those objectives. He is 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

 

Advanced Diploma in Financial Planning

AF1 – Personal Tax and Trust Planning

AF4 – Investment Planning

AF5 – Financial Planning Process

AF8 – Retirement Income Planning

 

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 Discretionary Investment Management

J10 – Discretionary Investment Management

 

Certificate in Mortgage Advice

CF6 – Mortgage Advice

 

Contact James Rivers
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