Our latest client service feedback results (07-23 to 06-24):
Richard holds the Diploma in Financial Planning. 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 is one of our Strategic Employee Benefit Consultants who specialises in Online Benefit Platforms, Auto Enrolment, Company Pensions, Group Risk & Healthcare.
Richard currently lives in Horsham, West Sussex with his wife Manda and twins Jessica and Jack. When not spending time with his family, Richard can be found hacking his way around a golf course, playing vets football or raising money for a charity close to his heart called PSDS https://psds.info/
Wingate Benefit Solutions is a trading style of WFS Consulting Ltd which is authorised and regulated by the Financial Conduct Authority (FCA no. 191531). WFS Consulting Ltd is registered in England No 3872950. Registration No. 164 3814 07
Exclusively focused on UK organisations with employee headcounts of up to 1000, the data and conclusions shared in this report are directly relevant to companies of this size and profile.
