Richard is a Qualified Financial planner who advises private clients in holistic wealth planning, covering all the key areas including cash flow modelling, investments, pensions, protection, retirement planning and intergenerational planning. Richard has completed the Regulated Diploma in Financial Planning and is now well on his way to achieving Chartered status.
Richard has been in the Financial Services Industry for over 10 years in various roles and has built up his experience in financial planning and advising clients at Novus Financial Services, an IFA business in Harrogate which was later acquired by Kingswood.
Outside of work, Richard enjoys spending time with his friends and family. Richard enjoys watching most sports especially football, rugby and cricket. Richard also loves travelling and enjoys a variety of seasonal pursuits – namely sailing, skiing and golf.