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
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?
Which famous person would you most like to have (or have had) a conversation with?
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.
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.