Richard Whitaker Email & Phone Number

England, United Kingdom

Midlands And Shropshire

Working with the Right Will Company providing advice organising Wills and Estate Planning to protect the client's and their families' asset.I am just formalising what I have being working on the the Right Will Company since 2013

Wolverhampton, United Kingdom

Giving financial advice including mortgages; protection; investment; pensions;business protection; will writingSpecialties: Financial Planning ; Equity Release; Wills; Investment; Estate Planning; Protection; Business Protection; MortgagesPlease NoteThe value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.Will Writing is not part of the Sandringham Financial Services offering and is offered by me in conjunction with the Right Will Company and Cardinal Wills. Sandringham Financial Partners accept no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Conduct Authority.My Will writing activities adhere to the professional principles set out by STEP - The Society of Trust and Estate Practitioners. Also these activities are covered by suitable professional indemnity cover.

Wolverhampton

Advise and arrange Wills and estate planning to protect client's estate and make sure that the client's wishes are carried out. Advice often provided in conjunction with Financial Planning Advice. Providing stategies for protecting family assets against divorce, care costs, bankruptcy and stategies for succession planning for businesses and protecting private company shareholders.My Will writing activities adhere to the professional principles set out by STEP - The Society of Trust and Estate Practitioners. Also these activities are covered by suitable professional indemnity cover.

Aylesbury

I provide a Will writing service using also using my expertise as a financial adviser to provide clients with full holistic approach to their planning needs taking full acount of their requirements and any agreed Inheritance Tax Planning Strategy. Providing stategies for protecting family assets against divorce, care costs, bankruptcy and stategies for succession planning for businesses and protecting private company shareholdersMy Will writing activities adhere to the professional principles set out by STEP - The Society of Trust and Estate Practitioners. Also these activities are covered by suitable professional indemnity cover.

Aylesbury Serving The Uk

Financial Planning & Mortgage Advice, InvestmentThe value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.

Cyprus

Finacial planning advice for clients mostly living in Cyprus

Limassol Cyprus

Responsible for delivery and implementation of back office services to offshore financial planning intermediaries ; Fund Managers; Banks

Responsible for business from near east, cyprus, eastern europe, africa

Cyprus

responsible for business from the near east, cyprus, eastern europe, africa

London, United Kingdom

responsible for business in the south of the uk training and advising financial planners on offshore investment and tax solutions for High Net Worth Clients

Professional Member, Later Life Financial And Care Issues, Pass Over 90%

Activities and Societies: Aim to promote professional standards through updates and annual testing for Professional MembersExcellent.

Chartered Alibf, Banking And Financial Support Services

Education record