Richard is a Head of Paraplanning. He previously qualified as both a Certified Financial Planner and a Chartered Wealth Manager and is a board member of the Institute of Financial Planning. In 2002 Richard founded The Paraplanners; an experienced team of highly qualified financial advice and product experts.

Richard works with our planners each day on live cases and brings knowledge, insights and expertise to our day-to-day paraplanning work for clients. This includes help with complex technical enquiries, investment committee decisions, research, analysis and reports to help deliver the best outcomes for our clients.