Richard Mullan
Richard resides in Sussex and has done for over 40 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, originally as a Mortgage & Protection Adviser and subsequently as a Financial Adviser and has thoroughly enjoyed the various challenges it brings. When not working (which is not that often!), Richard enjoys running and spending time with his family.
Richard has a Level 4 Diploma in Financial Planning , Certificate in Regulated Equity Release and a Certificate in Mortgage Advice and enjoys supporting clients in whatever financial need they have.
Richard’s Business Specialties:
As part of the Keystone team, Richard’s main focusing is assist clients in the following areas:- Pensions
- Investments
- ISA's
- Inheritance Tax Planning
- Residential mortgages
- Buy to Let mortgages Equity release and Home Reversion schemes
- Protection - Life, Critical Illness, Income protection, family income benefit insurance and Business Protection
- Buildings and contents insurance
Richard's Favourites
- Favourite Charity : St Catherine’s Hospice
- Sports Team : Crawley Town Football Club
- Activities : Running
- 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
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
- Run a marathon (If I can stay un-injured!!!)
Richard’s Special Qualities:
- Reliable
- Trustworthy
- Treat people how I want to be treated
- Organised and driven
The Financial Conduct Authority do not regulate bridging finance, buy to let and commercial mortgages.
Commercial mortgages and bridging finance are available by referral only.
Privacy Policy | | Terms & Conditions
© Keystone Wealth Management Limited is registered in England and Wales. Registration number: 07153249. Registered Address: Vine House 143 London Road, Kingston Upon Thames, Surrey, KT2 6NH
Keystone Wealth Management Limited is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited, which are authorized and regulated by the Financial Conduct Authority.
Quilter Mortgage Planning Limited and Quilter Financial Services Limited are entered on the FCA Register (https://register.fca.org.uk/) under references 440703 and 440718.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.