Richard has over 20 years’ experience in the financial services sector, 10 of which he spent running his Independent Financial Advisory business based in the UK. Richard joined Forth Capital during its launch phase and was a key contributor to the initial success of the Geneva branch.
Specialising in portfolio management and pension planning, Richard has a strong skill set in identifying the concerns of his client. Splitting his time between Switzerland and visiting the UK, Richard can personally emphasise with the demands of an expatriate lifestyle.
Richard is a member of the Chartered Insurance Institute and the Institute of Financial Planning.
- Financial Planning Certificates 1,2,3
- International Certificate In Wealth Management