Richard joined IQ as a fully qualified Wealth Manager in July 2023. Richard is currently working hard towards Chartered Financial Planner status.
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. He brings with him to IQ prior experience of working with families to alleviate inheritance tax issues and building up wealth for retirement.
Richard is a keen sportsman, playing golf, cricket and hockey regularly to varying levels of ability.
Unique, Boutique Wealth Management
Investment Quorum Ltd is authorised and regulated by the Financial Conduct Authority.
© 2024 Investment Quorum Ltd
Work With Us