Managing Director
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 and Life Office Administration. The Diploma Qualifications: Mortgages, Savings & Investments, Long Term Care, Lifetime Mortgages & Home Reversion, Taxation & Trusts, Business Management, K10 Retirement Options and JO4 Pension Funding Options.
Richard has passed the following industry qualifications: Financial Planning Certificate, Pension Simplification, Group Risk and Life Office Administration. The Diploma Qualifications: Mortgages, Savings & Investments, Long Term Care, Lifetime Mortgages & Home Reversion, Taxation & Trusts, Business Management, K10 Retirement Options and JO4 Pension Funding Options.
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.
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.
