Richard Libberton

Head of Wealth Management @Thomson Cooper Accountants

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

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WORK HISTORY

Oct 2024 — Present

Head of Wealth Management @Thomson Cooper Accountants

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SKILLS

Income ProtectionPension AdministrationInvestment StrategiesInheritance Tax PlanningWealthWealth Management ServicesAsset ManagementFinancial AdvisoryPensionsDefined BenefitDefined ContributionInvestment AdvisoryPension FundsFinancial PlanningPortfolio ManagementWealth ManagementActuarial ScienceProtectionInvestmentsInvestment ManagementRelationship ManagementRetirement PlanningEstate PlanningFinancial ServicesRetirementStrategic Financial PlanningBankingSavingsLife InsuranceEmployee BenefitsManagement

ABOUT RICHARD LIBBERTON

Qualifications:Fellow of the Personal Finance SocietyAdvanced Diploma in Financial PlanningDiploma in Financial PlanningAward in Pensions UpdateCertificate in Discretionary Investment ManagementCertificate in Financial PlanningCertificate in Life and PensionsCertificate in Financial Administration (Pensions)Retirement Provision CertificateAward in Pensions Trusteeship (DB & DC)Certificate in Social Sciences (Open)

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