Richard Webb Dipfa
Financial Planner @Tpd Wealth Management Ltd
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WORK HISTORY
Financial Planner @Tpd Wealth Management Ltd
Stockport, GB
Description: As a Financial Planner at TPD Wealth Management Ltd, I have successfully helped clients recover forgotten pensions, totaling over £1 million in reclaimed funds. I provide personalized advice tailored to each client\'s unique financial situation, ensuring transparency and trust throughout the process- Achievements- Recovered an average of per client in forgotten pensions- Streamlined the claiming process, reducing average processing time by 30%- Achieved a 95% client satisfaction rate, as evidenced by positive feedback and testimonials.
EDUCATION
University of Southampton
BSc, Economics and Finance
LIBF
Foundation degree, Financial Planning and Services
ABOUT RICHARD WEBB DIPFA
As an expert in pension recovery and SERPS (State Earnings Related Pension Scheme), I…
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