Richard began his financial services career as a mortgage adviser for a national firm prior to moving to a local advisory firm and also worked for Co-operative Financial Services before joining Quilter Financial Advisers in 2011, a decision made because of our belief in providing a face-to-face home service for our clients.
Specialising in financial planning, Richard is committed to helping you achieve all your financial goals through the various lifetime changes, such as house purchase, family protection, wealth management, retirement and estate planning.
In addition to personal financial planning, Richard is also able to provide advice and recommendations to business owners on a range of products from tax-efficient protection to auto-enrolment solutions.
Richard can help you with:
Holistic financial planning
Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent health insurance (also known as income protection)
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the FCA.