Richard Forrest

Dip PFS, Financial Adviser

Richard started in the financial services industry in 1988 with Britannia Building Society and later, the Halifax where he became a qualified mortgage adviser. Having passed the financial planning examinations in 1994 he became a financial adviser with General Accident. Since then, Richard has held a number of roles working for national companies advising clients in both the corporate and personal areas of financial planning. He holds the Diploma in Financial Services and is working towards Chartered level.

Richard is a keen skier and can be found most weekends from March until October at the Cotswold Water Ski Club. He also enjoys snow skiing and golf.

  • “Over the years I have been advised by Richard I have had honest and very good advice.”

    Mr K

  • “I am very happy with your service and thank you for getting me sorted.”

    Mr S

News: Dangerous ISAs

The Innovative Finance ISA is the newest of the several ‘flavours’ of Individual Savings Account that have been tagged on to the original ISA in recent years. Investors are attracted by headline rates of return of 6-10%, but we think these schemes are much, much riskier than they look and that most investors should avoid them.

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