Richard joined us as Head of Paraplanning, bringing with him 25 years’ professional experience and over 16 separate qualifications.  Having started in AVIVA and progressing in various technical and analyst roles, Richard moved across to the adviser community as a paraplanner supporting Financial Advisers with technical aspects of pensions, protection and investments.  Richard continued his technical role within Kleinwort Benson Private Bank, and more recently he worked at Brewin Dolphin as Senior Paraplanner, with both client and managerial responsibilities.  Qualified to Chartered Financial Planner status, Richard delivers our Technical Research and is responsible for the Report writing team, and is one of our three qualified Pension Transfer Specialists. He is also a Director of the company.

Richard is a father to two young boys.  If he has a spare moment, he is a keen runner, and completed the 2015 London Marathon in an excellent 2hr 50m. Regrettably, he is a Norwich City supporter.