Leo Richardson

About

I am a friendly conscientious Financial Adviser who is experienced in giving holistic financial advice. I put my clients needs at the heart of everything I do helping to give them the peace of mind that their future financial goals are met. I have achieved the qualification designation of Chartered Financial Planner through the Chartered Insurance Society (CII) and Personal Finance Society (PFS).

I have worked in the financial services sector since 2011 and have provided regulated financial advice since 2015. During this time I have helped thousands of clients with financial advice. The range of advice has covered investments, retirement planning, pension management and pension transfers, estate and trust planning, financial protection, share scheme and redundacy advice.

Outside of work I am a father to a daughter and avid fitness and music lover. I have played football at various levels throughout my life but my fondest moment's came playing internationally for Anguilla in the Concacaf competitions.

Qualifications

CII / PFS Exams

RO1 - Financial Services, Regulation and Ethics - 2015
RO2 - Investment Principles and Risk - 2015
RO3 - Personal Taxation - 2015
RO4 - Pensions and Retirement Planning - 2015
RO5 - Financial Protection - 2015
RO6 - Financial Planning Practice - 2015
CII - Level 4 Diploma DipPFS - December 2015
CF6 - Mortgage Advice - June 2016
CII - Certificate in Mortgage Advice - June 2016
J10 - Discretionary Investment Management - August 2017
CII - Certificate in Discretionary Investment Management - August 2017
JO5 - Pension Income Options - December 2017
AF3 - Pension Planning - December 2017
AF7 - Pension Transfer Certificate - December 2017
AF1 - Personal Tax and Trust Planning - June 2018
AF5 - Financial Planning Process - June 2018
ER1 - Equity Release - August 2020
CII - Certificate in Equity Release - August 2020
AF6 - Senior Management and Supervision - July 2021
CII - Level 6 Advanced Diploma APFS - July 2021 - Chartered status
FCA Register

Bournemouth University - 2007 - 2010 - BSc

Experience

Current Company: my wealth
Occupation: Financial Adviser
Meeting types: Video call, telephone and face to face

Areas I have given advice on:

Life planning
Lifestyle change, Retirement planning, Redundancy planning, Employment change, Succession planning, Inheritance planning, Divorce Planning, School Fee planning

Pensions
Pension Increase Exchange (PIE), Enhanced Transfer Value (ETV), Pension Transfer, Pension Almagamation, Annuity, Income Drawdown, Pension Sharing Order, Workplace pensions, Personal pensions, Stakeholder pensions, S32, Retirement Annuity Contract, Executive pension plan

Investments
ISA's, General Investment Accounts, Investment Bonds, VCT, SIPP's

Pension Scheme Knowledge
NHS Pension, Local Government Pension Scheme, Civil Service, Police Force, BT, GSK, HSBC, Marks and Spencer

Contact

Elements

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