Richard Whitaker
Independent Financial Adviser
Qualifications
Richard has more than 30 years of experience in financial planning both in the UK and abroad.
Richard started his career in banking then moved on to investments, later focusing on financial advice.
Richard is accredited by SOLLA, the Society of Later Life Advisers, and a Chartered Associate of the London Foundation for Banking & Finance.
Specialisms
- Pension planning
- Investment
- Equity release
- Long-term care funding
- Inheritance Tax planning
- Mortgages & Protection
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.