Richard joined Capel Court in January 2016 and provides invaluable Customer Services Support and Administrative Assistance to our advisers. Richard has worked within the Financial Services Industry for over 25 years which has given him a wealth of experience, including a period as a financial adviser (both as a tied adviser for large investment companies and as a self-employed independent financial adviser).
Richard has a calm and methodical approach to dealing with client queries of a non-advisory nature and has an enviable depth 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 (with or without his beloved dog) and watching most sports.