Richard holds the Certificate in Financial Planning and is currently studying towards reaching Diploma status. He is a member of the Personal Finance Society which is the UK’s professional body for financial advisers.
He has worked in the pensions industry for over 10 years and specialises in corporate pension schemes, both director or employee focused. Richard joined Wingate in April 2010 after spending 8 years at a Private Bank where he was one of the 5 southern based private client pension managers. Previous to this, Richard worked for a major high street retail bank where he enjoyed various roles.
At Wingate, Richard deals with a variety of clients looking after not only their Pensions but also their Business Protection needs, such as Shareholder and Key Person Insurance.
Richard currently lives in West Sussex with his fiancee and spends his free time playing football and studying for his Diploma status qualification.
Qualifications
- Financial Planning Certificate
- Member of the Personal Finance Society
- RO2 – Investment Principles and Risk
- RO3 – Personal Taxation
- JO4 – Pension Funding Options