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Richard Green ACA, FPFS

Chartered Financial Planner

Richard joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).

Richard has over 40 years of experience in the financial services industry. Richard has previously qualified as a charted account and financial planner before coming an independent financial adviser in 2001. He then went on to set up his own firm, ‘Richard Green Independent Financial Adviser Limited’ , which was then purchased by Brighter Financial Services in 2019, as Richard wanted to concentrate on the more enjoyable aspects of the job.

Richard enjoys meeting clients face to face and easing the burden of managing their money, by finding solutions to perceived problems, giving clients peace of mind and reassurance that someone is looking after their future finances.

Richard Green Headshot

Based

Halifax Office

66 West Street
Sowerby Bridge
Halifax
HX6 3AP

Telephone: 01422 832100

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Perspective (Brighter) is a trading style of Perspective (North East) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd, Registered in England and Wales No 04163906 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk