He specialises in all aspects of financial planning with a focus on High Net Worth Clients, helping them to improve or sustain their desired quality of life by providing clear and concise advice.
Prior to joining Perspective, Richard spent 15 years with Aviva providing financial advice and as a Regional Sales Manager. He has also worked for a high street bank, a building society and another life insurance company in a variety of roles involving compliance and advice.
Richard was a designated Presenter for the Making The Most Of Your Money Service during his time at Aviva, providing support to clients from starting their first pension to addressing later life concerns such as inheritance tax. He fully understands all the financial challenges we can face during our lives.
Richard particularly enjoys being part of a local firm that provides personal, bespoke financial advice for his clients, backed by the scale and ambition of a national group.
The Financial Conduct Authority does not regulate taxation and trust advice
