As the newest member of the team, Richard joined Capel Court in January 2016 in order to provide Customer Services Support and administrative assistance to our advisers. Richard comes to the role with over 20 years of experience, including being an ex-financial adviser himself (both as a tied adviser for large investment companies and as self-employed independent financial adviser).
Richard has a calm and methodical approach to dealing with client queries of a non-advisory nature and has a wealth of knowledge having achieved the Financial Planning Certificate, the Certificate of Mortgage Advice and Practice and a Level 4 qualification in Trust & IHT Planning.
When not at work, Richard loves to go travelling in his VW campervan and is on a quest to travel the entire coastline of mainland UK. He also enjoys reading, walking and watching most sports.