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.