Richard resides in Sussex and has done for over 35 years. He is very happily married to his wife Sian and together they have two young children. Richard has been working with David Carter and subsequently Keystone for over 10 years, as Mortgage & Protection Adviser and has thoroughly enjoyed the various challenges it brings. When not working (which is not that often!), Richard enjoys cycling and spending time with his family. He is also a keen football supporter and follows Boxing.
Richard has a Certificate in Regulated Equity Release and a Certificate in Mortgage Advice. He has also successfully completed his Level 4 Diploma in Financial Planning, but has been so busy with mortgages he has not yet found the time to make the move into the world of full financial planning, even though he is now qualified to do so.
Richard’s Business Specialties:
As part of the Keystone team, Richard’s main focusing is assist clients in the following areas:
Buy to Let mortgages
International mortgages - commercial and residential
Bridging finance Protection Life insurance Critical Illness insurance Buildings and contents insurance Income protection Insurance Family income benefit insurance Business Protection
Favourite Charity : British Heart Foundation
Sports Team : Yeovil Town Football Club
Activities : Cycling
Favourite Pub : Royal Oak, Crawley – A good old fashioned unpretentious pub!
Best Restaurant : Zari, Crawley – best Indian restaurant around for miles.
Best Holiday Ever : Australia – saw the real country, stayed on a farm in the outback – one of the most amazing holidays I have ever had.
Richard’s Pet Hates:
Mowing the lawn
Getting old …… 40 is fast approaching
Richard’s Bucket List:
Pay mortgage off whilst still ‘relatively’ young
Being financially independent as soon as possible
Seeing my children find happiness in their own lives
Richard’s Special Qualities:
Treat people how I want to be treated
Organised and driven
For more information or to request an initial free consultation dial +44 (0) 208 939 4545
Keystone Wealth Management Ltd, Vine House, 143 London Road Kingston-Upon-Thames Surrey KT2 6NH United Kingdom, firstname.lastname@example.org