Richard Whitaker

Richard Whitaker Email and Phone Number

Independent Financial Advisor @ Arcus Wealth
England, United Kingdom
Richard Whitaker's Location
West Midlands, England, United Kingdom, United Kingdom
About Richard Whitaker

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.

Richard Whitaker's Current Company Details
Arcus Wealth

Arcus Wealth

View
Independent Financial Advisor
England, United Kingdom
Employees:
34
Richard Whitaker Work Experience Details
  • Arcus Wealth
    Independent Financial Advisor
    Arcus Wealth
    England, United Kingdom
  • Asset Protection And Wills
    Advisory
    Asset Protection And Wills Nov 2019 - Present
    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
  • Sandringham Financial Partners
    Financial Advisor
    Sandringham Financial Partners Apr 2017 - Present
    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.
  • The Right Will And Estate Planning Ltd
    Adviser - Wills & Estate Planning - Midlands
    The Right Will And Estate Planning Ltd Dec 2013 - Present
    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.
  • Cardinal Wills Ltd
    Licensed Will Writer
    Cardinal Wills Ltd Apr 2007 - Dec 2018
    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.
  • Mark Gregory Ltd
    Financial Adviser
    Mark Gregory Ltd Jan 2007 - Apr 2017
    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.
  • Caratfin Ltd
    Financial Adviser
    Caratfin Ltd Dec 2004 - Aug 2005
    Cyprus
    Finacial planning advice for clients mostly living in Cyprus
  • Alpa Consultants
    Director Client Services
    Alpa Consultants Oct 2002 - Dec 2004
    Limassol Cyprus
    Responsible for delivery and implementation of back office services to offshore financial planning intermediaries ; Fund Managers; Banks
  • Scottish Widows Int
    Regional Manager
    Scottish Widows Int Nov 1999 - Oct 2003
    Responsible for business from near east, cyprus, eastern europe, africa
  • Old Mutual International
    Regional Manager Cyprus
    Old Mutual International Nov 1994 - Oct 1997
    Cyprus
    responsible for business from the near east, cyprus, eastern europe, africa
  • Old Mutual International
    Regional Sales Manager
    Old Mutual International 1994 - 1997
  • Clerical Medical International
    Regional Manager
    Clerical Medical International Dec 1987 - Nov 1994
    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

Richard Whitaker Education Details

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.

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