Us

Supporting our advisers and clients with financial administration, data gathering and in-depth reports.

Richard Coville

Technical Administrator

Get To Know Richard

Richard was educated at the University of South Wales where he obtained a Diploma in Business and Finance.

Throughout his career, Richard worked for several companies in financial services administration. He first started in the world of Self Invested Personal Pensions (SIPP) administration, before moving over to financial planning.

Richard is an expert in preparing information and reports for our advisers and clients prior to their planning meetings. He is also a keen data gatherer and is usually on the phone obtaining information from pension and investment providers.

Richard has a step-daughter from a previous marriage as well as four step-grandchildren.

Outside of work Richard is a keen amateur actor. He has appeared in productions with several local theatre groups and has performed many roles including Brutus in Julius Caesar, Bill Sikes in Oliver Twist and Porthos in The Three Musketeers.

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If you've never worked with a financial planner before, we'll guide you through the process.

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