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Richard Elliott CFP^CM
CERTIFIED FINANCIAL PLANNER^CM Practitioner

Richard has worked in financial services for over 15 years. He started out as a financial adviser with Britannic Assurance but moved to Church’s in 1998 to become an Independent Financial Adviser. Richard is a passionate advocate of financial planning and qualified as a CERTIFIED FINANCIAL PLANNER^CM Practitioner in 2006. More recently he has been instrumental in developing the and Church’s Model Portfolio’s. Richard is married with a young daughter.

Financial services career history

• Adviser with Britanic Assurance 1992 - 1998
• Independent Financial Adviser at Church's since 1998
• Qualified as a CERTIFIED FINANCIAL PLANNER^CM Practitioner in 2006

Qualifications

• CERTIFIED FINANCIAL PLANNER^CM Practitioner
• Advanced Financial Planning Certificate – Chartered Insurance Institute
• Mortgage Advice Qualification (MAQ)

The Advanced Financial Planning Certificate includes examinations in:

• Taxation and Trusts
• Savings and Investments
• Lifetime Mortgages
• Long Term Care Insurance
• Mortgage Advice Qualification (MAQ)

Email Richard

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