Charlie Lane

DipFA MLIBF, Financial Adviser

Charlie started his career in financial services on leaving university in 1998, when he joined AXA in Bristol. He moved to Standard Life in 2001 where he became an account manager specialising in wealth management. In 2010 he left Standard Life to become an Independent Financial Adviser. He holds the Diploma in Financial Advice and is a member of the London Institute of Banking & Finance.

Charlie lives in Banwell with his wife and son. His interests revolve around sport, though a recent knee injury has meant the end of his cricketing career with the local team. As a Rotarian, he is also involved in work for local charities.

  • “No complaints or criticism at all, FiveWays have performed well and I will recommend to others.”

    Mr A

  • “Excellent, timely service with clear advice and guidance. Thank you.”

    Mrs V

News: FiveWays support for Children’s Hospice

FiveWays Financial Planning has given Children’s Hospice South West an initial £1,000 after selecting the charity for its support.

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