Richard Whitaker Email and Phone Number
Giving financial advice including mortgages; protection; investment; pensions; business protection; and writing. Graduate of the Later Life AcademyI enjoy collaborating with clients with empathy and am always adaptable to their needs.Specialties: Financial Planning; Mortgage advice; Later Life Advice: Investment; Equity Release; Estate Planning; Protection; Business Protection; Pensions; cashflow modellingPlease NoteThe value of pensions 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.
Arcus Wealth
View- Website:
- arcuswealth.co.uk
- Employees:
- 34
-
Independent Financial AdvisorArcus WealthEngland, United Kingdom -
AdvisoryAsset Protection And Wills Nov 2019 - PresentMidlands And ShropshireWorking 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
-
Financial AdvisorSandringham Financial Partners Apr 2017 - PresentWolverhampton, United KingdomGiving 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. -
Adviser - Wills & Estate Planning - MidlandsThe Right Will And Estate Planning Ltd Dec 2013 - PresentWolverhamptonAdvise 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. -
Licensed Will WriterCardinal Wills Ltd Apr 2007 - Dec 2018AylesburyI 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.
-
Financial AdviserMark Gregory Ltd Jan 2007 - Apr 2017Aylesbury Serving The UkFinancial 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. -
Financial AdviserCaratfin Ltd Dec 2004 - Aug 2005CyprusFinacial planning advice for clients mostly living in Cyprus
-
Director Client ServicesAlpa Consultants Oct 2002 - Dec 2004Limassol CyprusResponsible for delivery and implementation of back office services to offshore financial planning intermediaries ; Fund Managers; Banks
-
Regional ManagerScottish Widows Int Nov 1999 - Oct 2003Responsible for business from near east, cyprus, eastern europe, africa
-
Regional Manager CyprusOld Mutual International Nov 1994 - Oct 1997Cyprusresponsible for business from the near east, cyprus, eastern europe, africa -
Regional Sales ManagerOld Mutual International 1994 - 1997
-
Regional ManagerClerical Medical International Dec 1987 - Nov 1994London, United Kingdomresponsible for business in the south of the uk training and advising financial planners on offshore investment and tax solutions for High Net Worth Clients
Richard Whitaker Education Details
-
Air Later Life AcademyPass Over 90% -
Banking And Financial Support Services -
Kings School Peterborough
Frequently Asked Questions about Richard Whitaker
What company does Richard Whitaker work for?
Richard Whitaker works for Arcus Wealth
What is Richard Whitaker's role at the current company?
Richard Whitaker's current role is Independent Financial Advisor.
What schools did Richard Whitaker attend?
Richard Whitaker attended Air Later Life Academy, Ifs University College, Kings School Peterborough.
Not the Richard Whitaker you were looking for?
-
Richard Whitaker
Enfield4allenovery.com, blackrock.com, hotmail.com, thecapitalgroup.com2 +1 212 XXXXXXXX
-
Richard Whitaker
London2hurleypalmerflatt.com, hdrinc.com -
4gmail.com, wilko.com, gmail.com, rolls-royce.com
3 +131723XXXXX
-
2mufg.jp, btinternet.com
-
Richard Whitaker
Greater Leeds Area
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial