Meet Rik

Chartered Financial Planner

01952 442 088 info@8fp.co.uk Qualifications

Professionally

I’ve been in financial services for over 20 years. Before establishing 8 Financial Planning, I worked for both a global bank (HSBC) and a large network (True Potential) providing restricted financial planning advice to clients from all walks of life.

This experience has been hugely valuable as it helped me to really understand what aspects of advice I enjoy most and where I can make the biggest difference.

I now work exclusively with a small group of business owners and clients approaching retirement. .

I feel privileged doing what I do – building deep, meaningful relationships with clients whilst educating and inspiring them to make positive changes in their and their families lives.

Personally

I’m married to Isha and together we have three amazing daughters. We try to spend as much of our free time “making memories” which often includes travelling, eating out and trying out new sports, activities and hobbies together.

Outside of family life, I’m an avid reader. I also enjoy keeping fit and have recently started to enjoy the benefits of mindfulness and meditation.

On an ideal weekend you can find me

Spending quality time with the family and friends or out cycling.

My favourite holiday destination is

Italy – the scenery, weather and food.

My favourite song to play in the car is

I haven’t been able to choose music since my kids came along!

The best gift I’ve ever received is

My first, handmade Father’s Day card

When the dessert menu comes, I’m looking for

Banoffee pie!

The three people at my dream dinner party would be

My Grandad (my inspiration), Barack Obama (humility), Elon Musk (ambition)

My proudest moment as a Financial Planner was

Delivering a financial education workshop to my local secondary school

Rik is supported by…

Chadstone Accountancy & Tax

Leading accountants, tax specialists and favourite office buddies, Chadstone help provide a comprehensive service for our clients.

CATS Compliance and Training Solutions Ltd.

We are a multi-award-winning compliance support company that prides itself on offering a completely unique and bespoke service to all our clients, allowing us to be adaptable and deliver precisely the support that is required.

Could you be the next person to feel the value of what we can do? Come and find out. Get in touch today and see what’s possible. To sign up to our Clarity newsletter, please provide an email address and state “add to newsletter” in the form below.

Book a meeting

01952 442 088 info@8fp.co.uk

8 Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find 8 Financial Planning Limited on the FCA register by clicking here.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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