One of the key principles Ricky puts into practice is to “seek first to understand before being understood” – recognising that all clients are unique, he would provide tailored financial advice only once he has fully understood his clients’ needs.
He has been advising his clients in this way since the very first day he set foot in the industry in 2010 with The Co-operative Insurance Society (CIS), which was built on good ethics and face-to-face financial advice.
As well as achieving a BSc (Hons) degree from the prestigious London School of Economics (LSE), Ricky is a Chartered Financial Planner with the Chartered Institute of Insurance (CII) and is a Fellow of the Personal Finance Society (PFS). He has also completed the Level 6 Advanced Diploma in Financial Advice (IFS), the Investment Management Certificate (CFA UK), and has further qualifications to advise on Mortgages, Equity Release and Long-Term Care Planning. This puts him amongst the highest qualified advisers in the industry and makes him well positioned to advise on the most complex of cases.
In his spare time, he enjoys personal development and frequently listens to mentors and motivational speakers, such as Brian Tracy, Zig Ziglar, Anthony Robbins and Stephen Covey. There’s also active side of him too, taking on hobbies such as Dragon Boat racing, tag rugby, badminton and indoor rock climbing! He enjoys spending time with family, travelling and gaining new experiences.