Richard Libberton
Head of Wealth Management @Thomson Cooper Accountants
Edinburgh, GB
EMAILS
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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