Richard Watson
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Richard Watson Email & Phone Number

Compliance Specialist at Quilter Financial Planning
Location: Greater Bristol Area, United Kingdom, United Kingdom 7 work roles
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Current company
Quilter Financial Planning
Role
Compliance Specialist
Location
Greater Bristol Area, United Kingdom, United Kingdom
Company size
269 employees

Who is Richard Watson? Overview

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Richard Watson is listed as Compliance Specialist at Quilter Financial Planning, a company with 269 employees, based in Greater Bristol Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Richard Watson.

Richard Watson previously worked as Senior Technical Assessor at Quilter Financial Planning and Financial Services Professional at Rw Financial Services Limited.

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Quilter Financial Planning

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Profile bio

About Richard Watson

Having worked in regulated financial services for the last 15 years, I have experience in providing holistic financial planning and mortgage advice using independent and tied adviser models to retail, high net worth and commercial clients. This includes all paraplanning activities, liaising with product providers, fund comparisons, technical research, preparing recommendation reports and client reviews.More recently I have worked on several projects which include; conducting file reviews of historical financial advice, mortgage market review implementation, know your customer (KYC) and regulated complaints handling. I have supervisory experience of supporting and guiding individuals as well as teams within a financial services environment.

Current workplace

Richard Watson's current company

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Quilter Financial Planning
Quilter Financial Planning
Compliance Specialist
swindon, swindon, united kingdom
Website
quilterfinancialplanning.co.uk
Employees
269
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7 roles

Richard Watson work experience

A career timeline built from the work history available for this profile.

Senior Technical Assessor

Quilter Financial Planning

Bristol, United Kingdom

Reviewing pension transfers from defined benefit and defined contribution schemes to ensure they comply with FCA guidelines.

Financial Services Professional

Rw Financial Services Limited

Working for a top FTSE 100 firm in assessing financial and investment advice that has been provided to its retail and high net worth clients. Reviewing advisor recommendations to ensure they meet clients' needs and circumstances and comply with company standards. Contacting clients to ensure that a holistic service has been provided and that appropriate.

Feb 2015 - Apr 2017

Financial Advisor

Financial Associates Limited

Weston Super Mare

Financial Associates Limited are an established company based in Cricklade who have been supporting clients futures for the last 22 years.I provide a holistic financial planning service and provide advice in relation to retirement planning, long term savings and investments, protection, mortgages and lifetime mortgages / equity release.

Jun 2014 - Feb 2015

Mortgage Adviser Mmr Implementations

Huntswood

Gloucester, United Kingdom

Supporting a FTSE 100 company with the implementation of mortgage advice in the post Mortgage Market Review (MMR) rules.

Jan 2014 - Jun 2014

Client Relationship Manager

Santander

Trowbridge

Holistic financial planning service with advice provided in investments and protection needs to retail clients.Mortgage advice service with recommendations from a tied product range of mortgages and protection needs.Previous experience; Investments, protection, pensions, IHT, for business and individual clients.

Sep 2009 - Jan 2014

Commercial Financial Planning Manager

Barclays

Bristol, United Kingdom

Commercial Financial Planning Manager - Providing advice for personal and business clients. Areas covered - Investment, Protection, Pensions, Inheritance Tax planning.Mortgage Adviser - Advising on a tied mortgage range and associated protection products, ASU, MPPI, Income protection, Life cover, Critical illness cover.

Oct 1998 - Sep 2008
Team & coworkers

Colleagues at Quilter Financial Planning

Other employees you can reach at quilterfinancialplanning.co.uk. View company contacts for 269 employees →

LB Lee Barnes Lee Barnes Colleague at Quilter Financial PlanningCheltenham, England, United Kingdom, United Kingdom View → HM Hayley Meaden Dippfs Hayley Meaden Dippfs Colleague at Quilter Financial PlanningUnited Kingdom, United Kingdom View → JM James Moss James Moss Colleague at Quilter Financial PlanningBoston Spa, England, United Kingdom, United Kingdom View → AW Adele Woolley Dipfa Cemap Adele Woolley Dipfa Cemap Colleague at Quilter Financial PlanningGreater Manchester, England, United Kingdom, United Kingdom View → RB Robert Briggs Robert Briggs Colleague at Quilter Financial PlanningUnited Kingdom, United Kingdom View → SW Steve Weaving Steve Weaving Colleague at Quilter Financial PlanningBristol, England, United Kingdom, United Kingdom View → CM Christian Malan Christian Malan Colleague at Quilter Financial PlanningLondon, England, United Kingdom, United Kingdom View → SN Shaun Nicholls Shaun Nicholls Colleague at Quilter Financial PlanningGreater Stoke-on-Trent Area, United Kingdom View → JM June Marsh June Marsh Colleague at Quilter Financial PlanningGreater Guildford Area, United Kingdom, United Kingdom View → JP Joe Prince Joe Prince Colleague at Quilter Financial PlanningNewcastle Upon Tyne, England, United Kingdom, United Kingdom View →
FAQ

Frequently asked questions about Richard Watson

Quick answers generated from the profile data available on this page.

What company does Richard Watson work for?

Richard Watson works for Quilter Financial Planning.

What is Richard Watson's role at Quilter Financial Planning?

Richard Watson is listed as Compliance Specialist at Quilter Financial Planning.

Where is Richard Watson based?

Richard Watson is based in Greater Bristol Area, United Kingdom, United Kingdom while working with Quilter Financial Planning.

What companies has Richard Watson worked for?

Richard Watson has worked for Quilter Financial Planning, Rw Financial Services Limited, Financial Associates Limited, Huntswood, and Santander.

Who are Richard Watson's colleagues at Quilter Financial Planning?

Richard Watson's colleagues at Quilter Financial Planning include Lee Barnes, Hayley Meaden Dippfs, James Moss, Adele Woolley Dipfa Cemap, and Robert Briggs.

How can I contact Richard Watson?

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