Richard has nearly twenty years’ experience in the Finance industry. He began his professional career as a Financial Adviser before moving to a career in Banking with JPMorgan, where he worked for almost 8 years. As a graduate of their management trainee program, Richard gained a wide range of business experience working within the investment bank and fund management group.
While at Vie International, Richard has developed a deep understanding of life insurance and annuity solutions for US Taxpayers. He also enjoys designing investment solutions for clients with exposure to US and UK tax.
In the UK, Richard is a Chartered Financial Planner and a
Fellow of the Personal Finance Society (FPFS). He also holds the
Chartered Wealth Manager designation from the Chartered Institute for
Securities and Investments. In the US, Richard is a Registered
Investment Adviser and is studying towards the Chartered Financial
Consultant (ChFC) advanced financial planning designation. Richard
graduated from Imperial College London with a degree in Mathematics and
Management Science (BSc).
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and/or person on the UK’s Financial Services Register.