Insight Consultant (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 London Institute of Banking & Finance (LIBF).
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.