“I enjoy the problem-solving nature of this role and working alongside financial advisers to give clients peace of mind. It is a measured, steady approach built on trust.”
- Locations
- Nottingham
Richard is a Senior Investment Manager and Head of the Intermediaries team in the East Midlands. He works closely with independent financial advisers (IFAs), managing multi-asset portfolios for a variety of clients. He incorporates tax wrappers such as SIPPs, ISAs and insurance bonds into these. Often the clients are either heading up to or post retirement and are seeking advice on pensions and income drawdown.
He meets with both his IFA partners and their underlying clients on a regular basis to make sure that their financial goals are being met. He is proud of the long-term quality of service and loyalty the Intermediaries team offers clients and advisers. Richard began his financial services career in 1997 at Barclays Wealth and Investment Management where he rose from an administrative role to becoming an Investment Manager.
He joined RBC Brewin Dolphin in 2008. He has a Chartered Institute for Securities & Investment Diploma.