Richard joined Francis Clark Financial Planning (FCFP) in 2013 having previously held independent financial advice and stockbroking roles within national financial services businesses. He now leads the Financial Planning team at the Plymouth Office and specialises in retirement planning, tax advantaged investment and inheritance tax planning.
Richard really enjoys making a positive difference to the way his clients view their future plans, by giving them peace of mind that their finances are properly structured and are being looked after by someone they trust.
Richard has qualified as a Chartered Financial Planner and is a member of the Personal Finance Society, he also holds an advanced pension advice qualification.
He is a keen rugby fan and an Exeter Chiefs season ticket holder.