Punter Southall Financial Management
Senior Financial Planner
0131 2300 303
Born and raised in East Lothian, Richard has 28 years’ experience in the pensions and investment industry. He is a Fellow of the Personal Finance Society and a Chartered Financial Planner. Before joining PSFM, Richard held positions with well-known Scottish investment management and protection firms. Richard is a qualified Pensions Transfer Specialist and advises on pensions, investment, protection and inheritance tax planning.
In his spare time, he enjoys spending time with his wife and his young son and daughter. He is also a keen golfer whenever he gets the opportunity.