Our Team

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Richard Sheret
Independent Financial Adviser. Pension Specialist

Richard has been involved in Financial Services for over 30 years with a varied career, working as a financial adviser and also a technical advice specialist for pensions companies with household names such as Nat West, AXA and Sun Life. His clients have ranged from teachers, doctors and lawyers to self-employed and larger corporate businesses.


As a qualified investment adviser and also accredited as a pensions transfer specialist Richard helps many of his clients navigate the complex areas of pensions planning and tax to help them achieve their objectives both before and in retirement.


Richard has a range of qualifications including associateship of the Pensions Management Institute, Advance Financial Planning and an MBA Diploma.


In his spare time, he is a trustee of an occupational health charity and a keen golfer. He prides himself in simple clear communication with no jargon so that clients fully understand and trust the advice they are being given.


  • Our Team

    Bhav Patel BSc Hons CeMAP
    Director. Mortgage & Protection Advice. Mergers & Acquisitions.

    Andy Rowe
    Director & Chartered Independent Financial Adviser
    Marcus Blase
    Independent Financial Adviser

    Raj Sharma
    Mortgage Adviser

    Richard Sheret
    Independent Financial Adviser. Pension Specialist.

    Victoria Trapitsyna
    Adviser

    Dina Patel

    Kelly Thomas
    Administrator

    Tina Patel
    Accounts

    Amit Nakum
    Paraplanner

    Franck Gogua
    Paraplanner

    Jayan Patel
    Trainee Mortgage Broker

    Tara Ricker
    Receptionist

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