Meet Richard

Richard has worked in financial services all through his career, starting at Barclays and moving to Warwick Financial Solutions in 2002. In 2013, Richard became a Chartered Financial Planner, achieving the ‘gold standard’ in financial planning accreditations.

On a daily basis, Richard’s role involves speaking to and meeting clients to help them plan for their future and to achieve the best life they can. Richard specialises in pensions advice and retirement planning.

How I like to spend my time outside work

Keeping fit, running and mountain biking days, and going out with friends and family to restaurants and holidays.

The important stuff

Richard is registered with the Financial Conduct Authority (FCA), registration number REP01031.

The FCA requires that all retail investment advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD.

You can view Richard’s SPS and accreditations by clicking on the buttons below.

SPS Qualifications

Richard in the spotlight

What do you enjoy most about your job?

Talking to people and helping them improve their lives.

Food heaven and food hell… What are they to you?

Food heaven = Seafood
Food Hell = Cauliflower

What is the last book you read that you couldn’t put down?

Any Jack Reacher novel

Three things guaranteed to make your day better:

Not getting stuck in traffic, first cup of coffee, chocolate.

What do you have absolutely no patience for?

Being late

Which famous person would you most like to have (or have had) a conversation with?

Peter Kay

What three items would you take with you to a desert island?

Something Practical – A Swiss Army Knife
Something Sentimental – A family photo
Something to fill the time – Pen and paper to write a book.

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You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford

2020

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We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

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Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

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Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

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Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

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A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.

Client

October 2020

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I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.

Client

October 2020

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During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

October 2020

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Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham

December 2016

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Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

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I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

July 2020

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Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020

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