Chartered Financial Planner & Director
Richard is one of the most highly qualified advisers in the UK being a Chartered Financial Planner and having previously completed the Certified Financial PlannerCM Case Study Exam. He believes that top quality financial advice must be based around what is most important to our clients and what they are hoping to achieve in their lives. This has led him to develop our comprehensive financial planning service which integrates our client’s core values and goals into our financial plans.
“I aim to help my clients understand the impact that financial planning can have on their lives and by doing so help them achieve their financial objectives. I believe our advice should be centered around our clients and their goals & dreams, not just their money.”
Richard has been working in the industry since 2003 and obtained a 2.2 degree in Maths & Statistics from the University of Manchester before joining our team.
Richard is married to Donna and has two children, Isabel and James.
Richard and Donna have supported various charities over the years taking in part in numerous charitable activities. In response to the Syrian Refugee Crisis in 2015, Richard and Donna orgainised a ‘Frozen Family Fun Day’ which raised over £3,000 for Save The Children’s Syrian Refugee Appeal.
They have also been active more locally, arranging a 12 Hour Relay Run around Crookes and Crosspool in 2018. This raised over £6,000 for a local mum’s fight against cancer when her treatment wasn’t available on the NHS.
Richard is also a keen runner and completed his first marathon in April 2013 raising over £1,750 in aid of The Children’s Hospital Charity Sheffield.
Please view Richard’s Statement of Professional Standing issued by the Personal Finance Society (PFS).
You can contact Richard on 0114 262 1943 or via email at firstname.lastname@example.org.
You can also follow Richard on Twitter @RichardFyfeIFA.