Richard Heath, Senior Paraplanner
Posted in Fiducia News on 09.11.20

There are many things that make Fiducia a little bit different, such as our beautiful location in the heart of the Dedham Vale countryside, but it’s the value of our dedicated team that makes the Fiducia family so special.

This week, we take time out with Richard Heath:

When did you join the Fiducia team and in what role?

April 2015, as Head of Paraplanning

How does continued professional development (CPD) help you in your role or career journey?

Regular CPD ensures that I am kept up to date with changes to legislation so that Fiducia remains compliant.

What’s your first task of the day?

To take off my bike clothes and put on my business attire.

Which part of your job do you most enjoy, and which area is the most challenging?

The favourite part of my job is helping clients achieve goals that have a major benefit to their lives. The most challenging area is comprehending the FCA handbook.

What do you most look forward to at the end of the week?

Putting business attire away for a couple of days.

Marks out of ten for your work/life balance?

8

Three words to describe the Fiducia family….

Conscientious, friendly, clean-shaven

Richard Heath, Senior Paraplanner
Posted in Fiducia News on 09.11.20

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Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

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