Richard is a qualified investment adviser and accredited pensions transfer specialist. For more than 30 years, he’s worked within financial services acting as a Financial Adviser and Pensions Specialist for household names such as NatWest, AXA and Sun Life. He certainly knows his stuff.
Working with teachers, doctors, lawyers and the self-employed, through to large corporate businesses, Richard has the ability to make the complex world of pensions planning and tax seem simple. And that helps his clients get to where they want to be, both before and after retirement.
When not making life easier for our clients, you’re most likely to find Richard enjoying a few rounds of golf, always keen to improve his handicap. He’s also a trustee of an occupational health charity so that keeps him busy too.