Richard Smith
Chartered Financial Planner

Expertise

Richard is a Chartered Financial Planner at LEBC.

He has over 14 years’ experience in the financial services industry and has been advising clients for over 9 years. As a Chartered Financial Planner, Richard provides holistic financial advice to our clients and works closely with them to help them meet their financial objectives both now and in the future by setting out a bespoke financial plan involving regular reviews and cashflow modelling. 

He advises in a wide range of financial planning areas including investments, ISAs, pensions; both accumulation phase and options at retirement, protection, estate and inheritance tax planning including trusts and tax efficient investment schemes.

Professional Qualifications

FPFS – Fellow and Chartered Financial Planner of the Personal Finance Society.
BA(Hons) – Bachelor of Arts in Business at Manchester Metropolitan University.

Personal

Richard lives in Bramhall, Greater Manchester. In his spare time, he enjoys travelling, playing golf when he can and supports Manchester United.
 

Get in touch



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