Richard Bell - CIOBS PFA DipIP

Senior Wealth Planner

Richard has been a qualified adviser for over 30 years, having spent 20 years working for the retail and corporate divisions of Barclays Bank and The Royal Bank of Scotland. Over the last 10 years Richard has been a Director of a local IFA firm. His main area of practice is pension planning and personal estate and tax planning.

He has significant experience in defined benefit pension considerations, Court of Protection cases, pension sharing orders, legacy planning and business profit extraction strategies. He works closely with a number of accountants and solicitors in the Southampton area. He holds CII Advanced Pensions qualifications as well as Pension Transfer Specialist qualification.

Richard is married with two adult children. In his spare time he enjoys coastal rowing, sailing, watching rugby and foreign travel.