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Richard Brown DipPFS

Independent Financial and Mortgage Adviser


Richard has 37 years of experience working in financial services, having started his career working for Pearl Assurance back in 1986.

After over a decade of successfully managing a team of 8 advisers, Richard moved to the independent financial advice sector where he supports clients by giving advice in all areas but specialises in pensions, investments, equity release and inheritance tax planning.

Richard is a family man with 6 children and two dogs. In the little spare time he has available, he can be seen on the golf course, walking the dogs and supporting local purveyors of fine food and real ales.

Qualification Units Passed:

FP1 – Financial services and their regulation
FP2 – Protection, savings and investment
FP3 – Identifying and satisfying client needs
R01 – Financial services, regulation and ethics
R02 – Investment principles and risk
R04 – Pensions and retirement planning
R06 – Financial planning practice
CF6 – Mortgage advice
CF8 – Long-term care insurance
ER1 – Equity release