Rick studied Business Economics at the University of East Anglia in Norwich and, following his studies, moved into financial advice spending the first c2 years of his career at a small firm in St. Albans. He then moved to Saunderson House in 2011 and has since completed his Advanced Diploma, obtaining the Chartered Financial Planner status in the progress. He has been approved to provide advice since 2015.
Rick enjoys working with clients to identify and truly understand their objectives and subsequently put a plan in place as to how to achieve these. He finds it rewarding to see the clarity that clients receive from our long term cashflow forecast; often helping the adjustment into retirement or alternatively how they may be able to assist their children.
In his spare time Rick is a keen sportsman, his biggest passion being for cricket and leading to him taking on the role of club captain.
