Freephone us today on 0800 0321419
Richard is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and holds a Diploma in Financial Planning through the Chartered Insurance Institute (CII). In addition, he holds additional specialist qualifications in pensions, mortgages and equity release.
With over 20 years of experience, Richard has been delivering trusted financial advice since 2003. His credentials reflect a deep commitment to professional excellence and delivering trusted financial advice to both personal and commercial clients. Richard brings specialist expertise in complex pension arrangements, particularly within the nuclear sector, having supported numerous employees at Sellafield with their retirement and financial planning needs.
Richard focuses on pre- and post-retirement planning, helping individuals navigate key life transitions with confidence. His approach is thoughtful and highly personalised, ensuring each client receives clear, practical advice that aligns with their specific long-term goals and circumstances.
Away from the office, Richard enjoys fell walking in the Lake District and is a passionate supporter of Carlisle United and Workington Reds. He is married and is a devoted father to three children, balancing a fulfilling family life with his dedication to his local community, whilst helping others achieve financial security and peace of mind.
Email: rc.cumbria@throgmortonltd.co.uk
Phone: 0800 0321419