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Richard joined Perspective South West in 2021 as an experienced Financial Adviser, having worked in financial services since 2014. He began his career with a large retail building society where he achieved his diploma in Financial Advice.

Richard offers a professional and friendly approach, with a drive to provide focused holistic advice to help people plan for all eventualities, he particularly enjoys helping clients achieve their investment and retirement planning goals.

Other contacts

Tony Apps DipPFS

Financial Planner

Ross Perry APFS

Chartered Financial Planner

Jim Knights DipPFS

Financial Planner

Kevin Higgs DipPFS

Financial Planner

Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) 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

www.http://.financial-ombudsman.org.uk

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