Richard has been helping and supporting IFAs’ on their journey to realising an aspirational value to their business. Richard has built strong relationships through transactional sales of financial products, transitioning clients into wrap platforms and dealing with changes in regulation.
After so many years selling Financial products to IFAs’, what excites Richard now is the opportunity to support IFAs’ on their journey to realising an aspirational value to their business.
Richard’s consultative skill set, used over the past decade to support IFA firms through change, in regulation and legislation, serves him well in understanding the constraints that IFA firms have today.
Richard’s successes involve understanding the constraints of IFA firms, through listening to their issues, the enjoyment of their role, Richard is able to ensure a great outcome for both the clients and the IFA firm.
"*" indicates required fields