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.
Richard joined Perspective (South West) Ltd in 2021 as an experienced Financial Planner, having worked in financial services since 2014.
Telephone
01672 515991
Based
Marlborough Office
Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG
Telephone: 01672 515991
Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (South West) Ltd is a subsidiary of Perspective Financial Group Ltd.
What to do if we didn’t get something right
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be 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