Senior Consultant
Richard joined the group in October 2002 having previously gained experience on the Independent side of the financial services industry both with a regional advisory firm and a national accountancy practice.
He graduated from Loughborough University of Technology with an Economics degree and has continued to undertake professional qualifications, now holding the Advanced Financial Planning Certificate. Working closely with Barry Fromson, he advises a broad cross section of private clients, from farmers to city traders, on financial planning matters with particular emphasis on investment management for private portfolios, trust funds and within the SSAS and SIPP elements of the pension arena.
