Richard listens carefully to understand your priorities at every life stage. From working age, to 10 years from retirement, retirement itself, and finally succession and inheritance planning. At each point he can assist you in making the best financial decisions for you.
Richard’s early studies in the sciences drives his passion to understand how things work. This extends to strategic planning for your finances. From the individual parts, he will create a plan that works in harmony to achieve your life goals. He is a Chartered and Certified financial planner, significant professional designations, and his specialisms are protection, investments, pensions and planning around passing on wealth.