DipPFS, EFA, ACSI, Cert SMP
Technical Consultant
Rich brings over 30 years of experience in financial services, with a career that spans offshore life assurance, tax, trusts, protection, and investment planning.
His depth of knowledge has been shaped by working with some of the most respected names in the industry, including St. James’s Place, Quilter Financial Planning, and Canada Life.
Throughout his career, Rich has worked closely with advisers to deliver tailored technical guidance, training, and practical client solutions.
He believes the best outcomes come from combining expertise with collaboration, and he takes pride in building strong, supportive relationships with the advisers and firms he works alongside.
Consultant focus
Expert guidance on tax, trusts, pensions and planning - helping shape advice that holds up to scrutiny and delivers for the client.
Flexible, case-by-case technical input when you need a second opinion, urgent support, or clarity on complex scenarios.
Expert technical support for complex or high-value cases, helping advisers navigate challenges while protecting compliance and delivering better client results.
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With over 30 years’ experience in offshore life assurance, tax, trusts, protection, and investment planning, Rich helps simplify the complex.
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