Richard is a Chartered Financial Planner with over 8 years of experience in financial services and insurance. As a Wealth Manager who provides tailored financial planning and investment advice, Richard specialises in supporting entrepreneurs and high-earning professionals to refine and optimise their finances.
Having spent time evaluating the value financial advice can bring, Richard places particular emphasis on cashflow modelling as a tool to help clients plan with clarity and work towards the life they want to achieve. He also spends time working with families to alleviate inheritance tax worries through insurance, gifting and trust planning.
Prior to joining IQ, Richard worked as a Wealth Management Consultant for Mattioli Woods plc with particular focus on pension planning through SIPPs and SSASs.
Outside of work, Richard is a keen sportsman, playing golf, cricket and hockey to varying levels of ability.
