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Richard joined Perspective with 25 years of experience in financial services. He holds qualifications in Personal Taxation, Regulation & Ethics, Pensions & Retirement Planning and Savings & Investments.

He specialises in all aspects of financial planning with a focus on High Net Worth Clients, helping them to improve or sustain their desired quality of life by providing clear and concise advice.

Prior to joining Perspective, Richard spent 15 years with Aviva providing financial advice and as a Regional Sales Manager. He has also worked for a high street bank, a building society and another life insurance company in a variety of roles involving compliance and advice.

Richard was a designated Presenter for the Making The Most Of Your Money Service during his time at Aviva, providing support to clients from starting their first pension to addressing later life concerns such as inheritance tax. He fully understands all the financial challenges we can face during our lives.

Richard particularly enjoys being part of a local firm that provides personal, bespoke financial advice for his clients, backed by the scale and ambition of a national group.

Other contacts

Mike Fisher DipPFS

Senior Consultant

Jamie Taylor

Financial Consultant

Registered in England and Wales No: 4770494. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Oxon) Limited is authorised and regulated by the Financial Conduct Authority.
Perspective (Oxon) Limited is a subsidiary of Perspective Financial Group Limited.


Should you have cause to complain, and you are not 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 9 123

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