Richard has been providing Financial Advice for clients in Spain since 2014. He is a fully qualified member of the Chartered Insurance Institute and Personal Finance Society. He specialises in advice for people new to Spain to ensure their savings and investments are tax efficient and provide the best returns.
Previously, Richard successfully ran his own business services and consultancy companies for 12 years. He has also worked as the manager of the Business Pages for the Manchester Evening News and was involved as a judge in the prestigious North West Business of the Year.
Areas of Expertise
- Wealth Management
- Single Premium Investments
- International Portfolio Bonds
- Pension Planning/Transfers
- Regular Savings Plans
- Taxation Planning
Qualifications/Accreditations
- R01 – Financial Services, Regulation and Ethics
- R02 – Investments and the Principles of Risk
- R03 – Personal Taxation
- R04 – Pensions and Retirement Planning
- R05 – Financial Protection
- R06 – Financial Planning Practice
- CII Level 4 Diploma in Regulated Financial Planning
- R08 – Pensions Update
- AWF – Award in Financial Planning
- AWP – Award in Investment Planning
- J10 – Certificate in Discretionary Investment Management
- J12 – Certificate in Securities Advice and Dealing
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