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Richard Winward Authorised and Regulated Consultant

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Profile

Richard’s career in financial services began in 2005. He progressed through the CII Certificate in Financial Planning and qualified as an adviser in 2008. Subsequently, Richard completed the CII Diploma in Financial Planning, and he continues to work towards Chartered adviser status.

Richard has a wealth of financial planning experience, having spent ten years’ providing private client advice within a large UK wealth management firm. During this time, Richard was responsible for a bank of up to 500 clients and advised on all aspects of financial planning to ensure that their investment objectives were met.

Since joining PFP in 2017, Richard has undertaken a comprehensive training and induction programme in order to specialise in providing Independent Financial Advice to recipients of Personal Injury awards. Going forward, Richard will be working with a range of PFP clients to manage bespoke investment plans tailored to meet their individual needs.

Experience

  • Providing a holistic financial planning service focusing on investments, protection and pensions to clients with a wide range of financial circumstances and backgrounds.
  • Providing an excellent level of customer service to clients, over the telephone and face-to-face, to determine their holistic financial planning requirements.