Marlborough
Richard joined Perspective (South West) in 2021 as an experienced Financial Planner, having worked in financial services since 2014.
He began his career with a large retail building society where he achieved his diploma in Financial Advice. Richard offers a professional and friendly approach, with a drive to provide focused holistic advice to help people plan for all eventualities, he particularly enjoys helping clients achieve their investment and retirement planning goals.
Check out Richard’s VouchedFor profile here.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123