Senior Financial Planner

Although Richard graduated in accountancy and initially worked as an accountant at Ernst & Young in London, he became an IFA with KPMG in 1986 and has been a fee-based IFA ever since. Richard joined Eversheds solicitors before their IFA department was sold to Alan Boswell & Company Ltd in 2002.

Richard advises lawyers and accountants personally as well as their clients, who are often retired and widowed individuals. The advice is entirely independent and impartial.