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Richard Kolasinski

Chartered Financial Planner @Abacus Associates

Bristol, GB
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Chartered Financial Planner @Abacus Associates

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SKILLS

Financial PlanningInheritance Tax PlanningWealthFinancial RiskFundingWealth ManagementSavingsFixed AnnuitiesIndependant AdvisorPensionsSippFinancial AnalysisBusiness FundingTaxWealth Management ServicesTerm Life InsuranceInvestment StrategiesRetirement SavingsSsasFinancial ServicesPension FundsRetirement PlanningInvestmentsFinancial AdvisoryProtectionEmployee BenefitsRetirementShareholder ProtectionStrategic Financial PlanningPension Transfer SpecialistInvestment AdvisoryIncome ProtectionRetirement SolutionsLife InsuranceFinanceIndependent Financial Advice

ABOUT RICHARD KOLASINSKI

I am an experienced Chartered Financial Planner and Fellow of the Personal Finance Society providing financial advice to private individuals and businesses across the UK. I have experience in dealing with all aspects of holistic financial planning and I also have the required level of experience and qualifications to provide advice on all types of Pension Transfers.I am a Chartered Financial Planner and Fellow of the Personal Finance Society (Level 6 with Statement of Professional Standing), holding:FPC1 ​(Regulation & Compliance)​CF2 ​(Investment & Risk – Diploma Level)​CF3 ​(Financial Protection)​CF4 ​(Retirement Planning)​CF5 ​(Integrated Financial Planning)​CF9 ​(Pension Simplification)​JO1​(Personal Tax)​JO4 ​(Pension Funding Options)​JO5 ​(Pension Income Options)RO1 (Financial Services, Regulation & Ethics)RO2 (Investment Principles & Risk)LP2 (Financial Services Products & Solutions)AF1 (Personal Tax and Trust Planning)AF3 (Pension Planning)AF4 (Investment Planning)AF5 (Financial Planning Process)AF8 (Retirement Income Planning)

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