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: Dangerous ISAs

The Innovative Finance ISA is the newest of the several ‘flavours’ of Individual Savings Account that have been tagged on to the original ISA in recent years. Investors are attracted by headline rates of return of 6-10%, but we think these schemes are much, much riskier than they look and that most investors should avoid them.

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