Managing Director
ISO 22222 - Certified Financial Planner
Richard has been a practising IFA since 1996. A proportion of his time is spent advising existing and new clients as well as running the company. He specialises in Inheritance Tax, Investments, Retirement Options and Trusts.
Richard has passed the following industry qualifications: Financial Planning Certificate, Pension Simplification, Group Risk, Life Office and Pensions Administration. The Diploma and Advanced Qualifications: Mortgages, Savings & Investments, Long Term Care, Lifetime Mortgages & Home Reversion, JO4 Pension Funding Options Taxation & Trusts, Business Management, K10 Retirement Options and Financial Planning (AF5).
Richard has passed the following industry qualifications: Financial Planning Certificate, Pension Simplification, Group Risk, Life Office and Pensions Administration. The Diploma and Advanced Qualifications: Mortgages, Savings & Investments, Long Term Care, Lifetime Mortgages & Home Reversion, JO4 Pension Funding Options Taxation & Trusts, Business Management, K10 Retirement Options and Financial Planning (AF5).
In addition to Richard’s qualifications, in August 2009 he became the first Personal Financial Planner in Wales to be certified to ISO 22222 by Standards International, which is an internationally agreed benchmark for personal financial services. Richard is also a full member of the Society of Later Life Advisers (SOLLA), with whom he has gained the full independent Later Life Adviser Accreditation.
Prior to being an IFA Richard worked for AXA and Legal & General in management and Royal Life as a direct salesman. Before working in the industry Richard served in the Royal Marines and worked in many countries from the desert in North Africa to the Northern wastes of the Arctic.
