about us our wealth planners richard bates
Chartered Financial Planner
Fellow of the Personal Finance Society (FPFS)
Chartered Financial Planner (CII)
Advanced Diploma in Financial Planning (CII)
Richard has worked in Financial Services for in excess of 20 years and has been giving Financial Advice to clients for more than 13 years. Richard is a Chartered Financial Planner, a Fellow of the Personal Financial Society.
"I am a huge sports fan, a keen runner and enjoy playing golf (most of the time). I am also a long suffering Sheffield Wednesday Football supporter."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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