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Richard Bishop

Richard Bishop DipFA MLIBF CeLTCI CeMAP CeRER

Areas of expertise

Financial Planning, Tax Mitigation, Succession Planning, Trusts & Tax Advice to Multi-Property Owners.

Richard Bishop Financial Adviser Career Highlights

Richard is the Director of Premier Practice and recognised as a leading financial adviser in the industry. He’s a regular columnist for many of the leading financial publications including the Financial Times. He has lectured in financial planning at Coventry University.

He advises on a wide range of financial planning issues including complex: retirement, pension & tax planning together with niche tax mitigation for multi-property owners. Richard has developed an interest in estate planning and asset protection through his membership of STEP and is a trusted advisor to a number of high net worth families & business owners.

Richard is an Affiliate member of STEP, the world’s leading organisation for advisers who focus on family inheritance and succession planning. He is also a member of the London Institute of Banking & Finance and holds many advanced qualifications in both financial planning, trusts & taxation.

Richard Bishop Qualifications

Financial Planning

  • Diploma for Financial Advisers
  • Advanced Financial Advice
  • Financial Services, Regulation and Ethics

Specialist Qualifications

  • Certificate in Equity Release Solutions
  • Certificate in Fundamentals of Equity Release
  • Certificate in Long-Term Care Insurance
  • Certificate in Mortgage Advice and Practice

STEP Qualifications

  • STEP Certificate in Trusts and Estates – England and Wales

Our Recent Projects

SSAS Pension Project - £1,000,000 Factory Purchase

We’ve recently helped a local family business to purchase over £1,000,000 in property using a SSAS Pension Scheme. You can use your existing pension assets or new contributions to fund a SSAS Pension, the main advantage using this vehicle is you are to invest in a wide range of assets (including your business and purchasing the factory or office you operate from), which are simply not available using conventional personal pensions.

Group Life Scheme 21 Members

In a competitive employment market, offering extra benefits can be used as an excellent retention tool. Offering your key-people life cover is cost effective to the employer as the premiums can usually be offset against corporation tax and there are no P11D implications for the employee. We set up a 21 person scheme offering £50,000 life cover to normal retirement age with no medical requirements for the employees.

Contact Richard