Richard Hulbert

Insight Analyst (Wealth)

As an Insight Consultant (Wealth) Richard covers retail financial products and their distribution, notably investment bonds, platforms and pensions, including auto-enrolment and at-retirement options.

His key responsibilities include reviewing, developing and producing financial research, the Defaqto Star Ratings and bespoke case studies for providers and intermediaries – much of which is CPD-accredited to support financial advisers' professional development.

Richard also works with advisers on their propositions, research and due diligence and bespoke product/market reviews. You'll find him representing Defaqto at industry forums and events.

With over 20 years of financial services experience, he is level 4 qualified and a member of both the Personal Finance Society (PFS) and the Institute of Financial Services (IFS).

Prior to joining Defaqto, Richard spent 11 years with Lloyds Private Banking where he undertook a variety of senior roles, including compliance, portfolio management, paraplanning, and as an IFA.

Maintaining his IFA status he has since worked with a number of practices looking to improve their due diligence, risk management and client propositions.

Follow Richard on LinkedIn.

Share this