Richard’s career in Financial Services began after graduating in 1998. He is one of our Financial Planners and joined Boolers in early 2008, becoming an associate of the firm in 2013 and Partner in 2016.

He has obtained the PFS Diploma Qualification and is a member of the Personal Finance Society. Day to day he’s out visiting clients and professional firms, providing specialist advice in pensions and wealth management.

Get to know Richard

At weekends Richard enjoys the great outdoors and indulging his passion for motor sport.

Loves: “Anything with an engine, light sabres, rum on ice.”

Loathes: “Litter, beetroot, inefficiency.”

Further important information

Every financial adviser and planner in the UK must be registered with the Financial Conduct Authority (FCA). They also need to hold a valid Statement of Professional Standing (SPS), which confirms the holder has adhered to a code of ethical standards, has the required qualifications and has completed appropriate on-going personal development.

We believe that all advisers should be as open and transparent as possible. Therefore, please find links to Richard’s:

FCA Register Statement of Professional Standing