Richard Lawrance FPFS TEP
Chartered Financial Planner
Background:
Before becoming a financial adviser, Richard served as an army officer and worked as a senior manager in the leisure and hospitality industry. Richard joined Gracechurch Wealth Management LLP in August 2011 as an Independent Financial Adviser.
2019 FT Adviser Mystery Shopper: Buckinghamshire
Richard has specialist knowledge in the areas of pensions, investments, trusts and estate planning. He particularly enjoys helping clients on the journey of planning for and then enjoying their retirement.
Industry Qualifications:
Richard is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also a full member of the Society of Trust & Estate Practitioners, (STEP) holding the diploma in Tax and Estate Planning.
Outside of the Office:
Richard volunteers as Treasurer of Aylesbury Rugby Club and relaxes by going fly-fishing.