Rich has over 30 years of experience helping his clients achieve their goals and aspirations. He is very passionate about putting his clients at the heart of everything he does and is focused on building long term relationships with them.
Having started at HMRC Rich is very well versed on tax planning including inheritance tax, he has an extensive knowledge of pensions and retirement planning including options at retirement as well as managing investments for his clients which include individuals, owners and directors of companies, trustees and charities.
Rich is a Fellow of the Professional Finance Society FPFS, which places him within the top 5% of qualified advisers in the UK. He believes that having a wide knowledge of expertise is extremely important in ensuring clients receive true holistic advice. He is also a Chartered Financial Planner.
- Fellow FPFS
- Chartered Financial Planner
- Advanced Diploma in Financial planning
- Certificate of Mortgage Advice and Equity Release
- Diploma in Learning and Development
- Pre and Post Retirement Planning Including Defined Benefit Pensions
- Investment Advice For Individuals, Trustees and Charities
- Protection Planning
- Inheritance Tax Planning
- Tax Planning
- Holistic Financial Planning
Rich is big supporter of England Cricket, Rugby and Football and regularly attends matches. He loves music and will often be found watching bands in Nottingham.
He likes to relax with his wife and daughter and take his German Shorthaired Pointer - Curtis for long walks at weekends.
He enjoys golf and is trying once again to be able to play to a level he is comfortable with.