Chartered Financial Planner: Richard Penn

 Richard Penn Preferred Mirror Liverpool Office
T: 0151 255 2300
Email Richard

Key Areas of Expertise:

  • Pensions & Investments
  • Auto Enrolment Services

Experience

Richard is a Chartered Financial Planner within our Wealth Management team. Richard began his financial advice career within the local government pension department and held specialist pension roles before becoming a financial planner.

Richard provides advice in all areas of financial planning and specialises in providing pension and investment planning to private clients and business owners. Richard prides himself on delivering a friendly, professional service that focuses on building long-term relationships with clients, whilst placing an emphasis on upholding the highest standards associated with Chartered status. Richard enjoys music, walking and watching an array of different sports.

Registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales and authorised and regulated by the Financial Conduct Authority for investment business