After 25 successful years in the Motor Industry Richard decided that he needed a new career challenge and joined the Financial Services Industry in June 1993.
Holding the Institute of Financial Services Diploma, he specialise in people of his own age group who need help and advice in the areas of retirement, investment, and Inheritance tax planning.
Clients include businesses large and small, as well as individual clients with complex financial requirements.
Richard lives on the edge of the New Forest with his wife Liz and they enjoy taking their boxer dog, Saxon, for long walks in the forest. Interests and hobbies include horse riding and tinkering with classic cars.
Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122
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