Richard Kear

Richard Kear Email and Phone Number

Chartered Financial Planner at Cardinal Financial Planning and Wealth Management. @
Richard Kear's Location
Greater Ipswich Area, United Kingdom
Richard Kear's Contact Details
About Richard Kear

I work for a company which is focused on providing a truly holistic approach to meeting our clients’ financial planning needs. Whether you are looking to review your existing arrangements, invest capital and be involved in making decisions, or hand those decisions over to a professional, we can help.As a qualified Financial Planner with over 30 years of experience, I am uniquely positioned to provide financial planning and investment management services to my clients and their representatives. My advice covers all areas of financial planning as well as wealth management and I will deal with;• family/mortgage/business protection, • providing income in retirement, • planning to avoid unnecessary tax and • investing for your future. I undertake a comprehensive review with all clients prior to taking any decisions with them. Initial meetings are complimentary and without obligation.I seek to acquire, develop and provide long-term business relationships with clients and professional contacts so please feel free to drop me a line or connect with me. I am very pleased to have accountants and solicitors amongst my professional introducers. The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.Personally I am married to Jane with two boys, and I enjoy playing golf, badminton, table tennis and supporting Ipswich Town.

Richard Kear's Current Company Details
Cardinal Financial Planning and Wealth Management - 07958 808846

Cardinal Financial Planning And Wealth Management - 07958 808846

Chartered Financial Planner at Cardinal Financial Planning and Wealth Management.
Richard Kear Work Experience Details
  • Cardinal Financial Planning And Wealth Management - 07958 808846
    Chartered Financial Planner
    Cardinal Financial Planning And Wealth Management - 07958 808846 Jul 2015 - Present
    Suffolk
  • Cardinal Financial Planning And Wealth Management
    Director
    Cardinal Financial Planning And Wealth Management Apr 2015 - Present
  • Towry
    Financial Planner & Wealth Adviser
    Towry Feb 2012 - Jul 2015
    Ipswich
    Based in Suffolk, I looked after a group of clients from North Essex up to North Norfolk, tending to their developing financial needs.
  • Lloyds Tsb
    Wealth Adviser
    Lloyds Tsb 2001 - 2011
    A Specialist role servicing needs of higher net worth clients, with specific aims to look at Estate Planning, and the larger investment market.
  • Factiva
    Emea Sales Development Manager
    Factiva 2000 - 2002
    London, United Kingdom
    In the exacting world of news and information to the corporate desktop, Factiva is an expanding company owned at the time by Thompson, Reuters. Based in London I was responsible for the recruitment, development and motivation of a team of 14 people in the Sales Development Team, placed in London and key European locations, including Paris, Frankfurt and Moscow.
  • Sun Life Assurance Co Of Canada
    Manager
    Sun Life Assurance Co Of Canada 1984 - 2000
    United Kingdom

Richard Kear Skills

Wealth Management Retirement Retirement Planning Income Protection High Net Worth Individuals Strategic Financial Planning Financial Advisory Inheritance Tax Planning Holistic Financial Planning Estate Planning Critical Illness Asset Allocation Investment Strategies Personal Financial Planning

Richard Kear Education Details

  • St Matthews
    St Matthews

Frequently Asked Questions about Richard Kear

What company does Richard Kear work for?

Richard Kear works for Cardinal Financial Planning And Wealth Management - 07958 808846

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

Richard Kear's current role is Chartered Financial Planner at Cardinal Financial Planning and Wealth Management..

What is Richard Kear's direct phone number?

Richard Kear's direct phone number is +4478720*****

What schools did Richard Kear attend?

Richard Kear attended St Matthews.

What skills is Richard Kear known for?

Richard Kear has skills like Wealth Management, Retirement, Retirement Planning, Income Protection, High Net Worth Individuals, Strategic Financial Planning, Financial Advisory, Inheritance Tax Planning, Holistic Financial Planning, Estate Planning, Critical Illness, Asset Allocation.

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