Richard H.

Trainee Ifa @AFH Wealth Management

Sidmouth, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Trainee Ifa @AFH Wealth Management

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EDUCATION

N/A

Walbrook Institute London

Diploma for Financial Advisers (DipFA), Financial Planning and Services

N/A

LIBF

DipFA, The Diploma for Financial Advisors

ABOUT RICHARD H.

With over a decade in the financial services sector, my journey has been marked by a steadfast commitment to mastering Pensions, Investments and Life Cover. Currently, as a Trainee IFA, I am deepening my expertise through rigorous training and DipFA examinations, positioning myself at the forefront of client-centric advisory services.My dedication to excellence in client engagement is enriched by my background in social media communications, ensuring that I stay connected and responsive to the evolving needs of those I serve. Through this blend of traditional financial knowledge and modern communication strategies, I am contributing to a new era of comprehensive and personalized financial guidance.

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Richard H. — Trainee Ifa at AFH Wealth Management in Sidmouth, GB | Unifers