Richard Elliott

Richard Elliott CFP
Certified Financial Planner

Richard has worked in financial services for over 15 years. He started out as a financial adviser with Britannic Assurance but moved to Church’s in 1998 to become an Independent Financial Adviser. Latterly Richard has become a passionate advocate of financial planning and qualified as a Certified Financial Planner in 2006. More recently he has been instrumental in developing the and Church’s Model Portfolio’s. Richard is married with a young daughter.

Financial services career history

Adviser with Brittanic Assurance 1992 – 1998
Independent Financial Adviser at Church’s since 1998
Qualified as a Certified Financial Planner in 2006

Qualifications

Certified Financial Planner – Institute of Financial Planning
Advanced Financial Planning Certificate – Chartered Insurance Institute
Mortgage Advice Qualification (MAQ)

The Advanced Financial Planning Certificate includes examinations in:

Taxation and Trusts
Savings and Investments
Lifetime Mortgages
Long Term Care Insurance
Mortgage Advice Qualification (MAQ)

Email Richard

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