Richard has over 30 years experience as a Financial Adviser. He has shown particular expertise in advising clients on the investment of capital and in the areas relating to pensions and retirement planning.
Richard prides himself on providing a high level of on-going service and effective communication to clients – both of which he feels are very important in the ever changing and sometimes complex world of financial planning.
Richard’s skills have never been more important to clients than over the last few months when the impact of COVID-19 has understandably been unsettling.
Richard holds the industry recognised Diploma in Financial Planning and Mortgage Advice Qualification.
Since joining the Financial Services sector in 1983, Stephen has been providing Financial Advice.
As a General Practitioner financial adviser, Stephen has extensive experience in Mortgages, Pension, Protection and Investments, and enjoys spending time with clients to assess their circumstances, aspirations and attitude towards risk before offering comment or solutions to their needs.
Stephen holds the industry recognised Diploma in Financial Planning and Mortgage Advice Qualification.