Richard Gross

Richard’s career began in 1990 at Lloyds followed by the Henley-on-Thames based investment house Invesco Perpetual. It is the pension and investment experience he gained there and at other prestigious financial planning practices that now inform his work at Heritage.

Both a Chartered and Certified Financial Planner, Richard enjoys the challenge that combining financial planning and technical support brings – and finding solutions that best meet his clients’ needs.

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