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Meet Richard Salter

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    (01225) 308370
               07766662330

    Richard Salter
    Chartered Financial Planner - Senior IFA

    Richard is an Associate of the Personal Finance Society and amongst the first thousand advisers in the country to attain the coveted Chartered Financial Planner accreditation. Specialising in retirement planning, inheritance tax mitigation and investment portfolio management Richard has been advising clients for 22 years.

    Richard is a firm advocate of holistic, and fully independent, financial advice. He says the most important decision you make about your financial needs is to seek out fully independent financial advice from specialists in your particular area of need. Far too many advisers are restricted in the range of solutions they can provide or are simply not qualified to the higher levels necessary to ensure your interests are best met when more complicated solutions may be required.

    A family man with two children Richard lives in Bradford on Avon.