Holistic approach to your financial goals. We strongly believe the only way to reach your financial objectives is to consider all aspects, from your will to life insurance to wealth management. We offer additional planning services for company directors which focuses on tax mitigation and we believe most people ought to consider trusts to ensure efficient estate planning objections are met.
Richard has worked in financial services for over 18 years starting at CIS (COOP Insurance), highly qualified and experienced. Life cover, mortgage cover, family protection, critical illness, permanent health insurance, share protection schemes, key person, business loan cover.
Richard Bishop is a Diploma qualified independent financial advisor (DipFA).
A graduate of Birmingham University, he holds a Masters Degree in Marketing (MA).
He also holds the Diploma in Marketing (DipM) from the Chartered Institute of Marketing (CIM) and is a certified member (MCIM). Based in Cradley Heath, West Midlands. with over 25 years experience of business with over 18 years as a financial advisor.
Our Key Solutions
We offer investment, pension, trust & state planning solutions to: Company Directors, Academics and Family Owned Businesses. We manage over £10,000,000 of clients assets with a client base of 250 clients.
Years of Experiences
WHAT OUR CLIENTS SAY
Mick Cooper & Family
Mike Marcus The Goldbug