senior financial planner
T: 01420 83517
Richard is responsible for the production of client reports as well as providing technical support to our financial advisers. He also looks after all of our IT systems, ensuring that everything runs smoothly.
Richard joined us in 2002 and has 22 years experience in the industry.
His career began in the market research department at Skandia Life (now Old Mutual Wealth), where he provided data support for the UK sales force and company directors. He then moved to Scottish Value Marketing, the marketing arm of fund management group SVM Asset Management, where he worked closely with the investment sales team.
BA (Hons) in Financial Services