Richard Heath

Richard Heath Email and Phone Number

DipPFS EFA™ @ Alpha Global Wealth
le grand-saconnex, geneve, switzerland
Richard Heath's Location
Geneva, Geneva, Switzerland, Switzerland
Richard Heath's Contact Details

Richard Heath personal email

n/a
About Richard Heath

An extremely well respected financial professional.Level 4 qualified,(CII Diploma in Regulated Financial Planning). ACSI. EFARichard has been in Financial Services for 40 years including over 30 years with Lloyds Bank in the UK. He moved to Switzerland in 2014 and has first hand experience of advice needed by expatriates and their families.Practice areas include, IHT Planning, Estate Planning, Portfolo Management, Investment Planning, Pension Planning, UK Wills, Trusts

Richard Heath's Current Company Details
Alpha Global Wealth

Alpha Global Wealth

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DipPFS EFA™
le grand-saconnex, geneve, switzerland
Website:
alphaglobalwealth.com
Employees:
8
Richard Heath Work Experience Details
  • Alpha Global Wealth
    Senior Wealth Manager
    Alpha Global Wealth Sep 2020 - Present
    Geneva, Switzerland
    View
  • Blackden Financial S.A
    Financial Planner
    Blackden Financial S.A Jun 2018 - Oct 2019
    Geneva Area, Switzerland
    Financial services for expatriates: Offshore portfolio management, UK Pension Transfers (QROPS) - tax efficient investments & trusts (QNUPS, Personal Investment Accounts, Personal Portfolio Bonds) - Applicable to those 'just starting out' in their professional career abroad, and to the experienced investor looking to consolidate assets and maximise every advantage.Wealth Consultant
    View
  • Forth Capital
    Senior Consultant
    Forth Capital Sep 2016 - May 2018
    Geneva Area, Switzerland
    View
  • Devere & Partners Switzerland Sa
    Wealth Manager
    Devere & Partners Switzerland Sa Jul 2014 - Sep 2016
    Geneva Area, Switzerland
    Complete financial portfolio management and advice for international, local, private and corporate clients.Specialties:Specializing in: QROPS Pension Transfers, Retirement planning, Education Planning, Life Insurance, Life Assurance, Medium to long term savings,Lump Sum investment strategies. Investment security and Portfolio Performance. Tax efficient Savings, Port folio Bonds, Estate Planning.
    View
  • Lloyds Bank Commercial Banking
    Relationship Manager
    Lloyds Bank Commercial Banking Aug 1977 - Jan 2014
    Chester And North Wales
    Managing a portfolio of business clients. Assisting in all aspects of supporting and developing the business and individual needs of the proprietors/directorsPrevious roles include financial adviser, mortgage adviser and debt management.
    View

Frequently Asked Questions about Richard Heath

What company does Richard Heath work for?

Richard Heath works for Alpha Global Wealth

What is Richard Heath's role at the current company?

Richard Heath's current role is DipPFS EFA™.

What is Richard Heath's email address?

Richard Heath's email address is ri****@****oup.com

What are some of Richard Heath's interests?

Richard Heath has interest in Golfmeeting New People, Golf Meeting New People, Walking, Cycling/spinning, Golf, Meeting New People.

Who are Richard Heath's colleagues?

Richard Heath's colleagues are Iris De Mestral, Jay Stovell.

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