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Richard Watson Cert CII DipPFS

Financial Planner

Richard joined Perspective in 2021 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.

The Financial Conduct Authority does not regulate taxation and trust advice

Richard Watson


01993 813500


Woodstock Office

1 The Quadrangle
OX20 1LH

Telephone: 01993 813500

Perspective (Oxon) Ltd, Registered in England and Wales No 4770494. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Oxon) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Oxon) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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