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.

Ahead of Greg’s retirement in 2024, Richard is now responsible for running the business. On a daily basis, his 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, and oversees compliance responsibilities.

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.


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


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.



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



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



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


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

Carol Innes


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


I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

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