Senior International Financial Adviser
Richard is a qualified International Financial Adviser (Chartered Insurance Institute CII) working from the Costa Blanca Office. He has a wide range of business and financial experience.
In the UK, he has managed the Business Section of a major Regional Newspaper and was also a judge on the prestigious North West Business of the Year Awards. Prior to moving to Spain in 2014 he had also developed a successful Commercial Services Company and worked as an Independent Consultant.
During his time in Spain he has developed a solid reputation as a knowledgeable, trustworthy and reliable adviser to clients throughout the Costa Blanca region.
Areas of Expertise
- Wealth Management
- Single Premium Investments
- International Portfolio Bonds
- Pension Planning/Transfers
- Regular Savings Plans
- Taxation Planning
- R01 - Financial services, regulation & ethics
- R02 - Investment principles and risk
- R03 - Personal taxation
- R04 - Pensions and retirement planning
- R05 - Financial protection
- R06 - Financial planning practice
- R08 - Pensions update
Level 4 – Diploma in Regulated Financial Planning