Experience

Clarity Wealth Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Advisor/Director/Principal

  • Dec 2016 - Present

  Richard prides himself in providing independent advice that clients can clearly understand. He is adept at analysing a client’s overall circumstances and helping them plan towards an achievable and realistic goal. Richard has over 15 years of financial services experience. He has worked at Yorkshire Bank, AXA and was a self-employed partner with the True Potential network, before leaving to form Clarity Wealth Limited in December 2016. Richard has been a fully qualified financial adviser for over 12 years and has maintained and grown a loyal client following, many of his clients have been with him for the majority of this time. Richard is a fully qualified Independent Financial Adviser having obtained the Diploma for Financial Advisers, he also holds the award in pension transfers at level 6 that enables him to advise on Final Salary Pension Transfers where appropriate. Show less



True Potential LLP

• United Kingdom
• Financial Services
• 700 & Above Employee

• Independent Financial Adviser/partner

  • May 2013 - Dec 2016

  Providing a truly independent and impartial approach to financial planning. This involves providing a complementary initial consultation to analyse financial needs.This is with a view to building long term relationships. Delivering a detailed financial plan with tailored goals. Regular reviews are offered to ensure that all plans put in place are on the right track. Specialist areas include investment planning, pensions, business protection, family protection and personal protection. Providing a truly independent and impartial approach to financial planning. This involves providing a complementary initial consultation to analyse financial needs.This is with a view to building long term relationships. Delivering a detailed financial plan with tailored goals. Regular reviews are offered to ensure that all plans put in place are on the right track. Specialist areas include investment planning, pensions, business protection, family protection and personal protection.



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planning Manager/Financial adviser

  • Mar 2009 - Mar 2013

  Providing holistic financial planning solutions in a regulated environment. This includes advising on investments, pensions and protection plans within the Yorkshire Bank network. This involves generating leads through effective communication and leadership with all bank staff at 3 different branches. Consistent management and motivation is crucial to deliver performance on a regular basis whilst ensuring clients are at the centre of everything we do. Managing an existing client bank with regular financial reviews whilst identifying further opportunities. Growing the client bank through proactive referrals and generating new business. Show less



Yorkshire Bank

• United Kingdom
• Banking
• 300 - 400 Employee

• Banking Adviser

  • Jan 2006 - Mar 2009

  Advising customers on different banking solutions. Advising customers on different banking solutions.