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Richard Gross
Born in Basingstoke, my career started in 1990 with Lloyds bank where I spent eight years in several branches, before joining Henley-on-Thames based investment house Invesco Perpetual. It was here that I obtained pension and investment experience, and achieved my financial planning certificate qualifications. I choose to focus my career in the independent financial advice sector as a paraplanner and have worked within several different IFA practices over the last nine years.
During my time as a paraplanner I have become qualified to Diploma level, gained valuable industry experience and it is my aim to continue with professional studies to achieve chartered status and beyond. I very much enjoy the combination of technical support and meeting clients that paraplanning allows, it seems to me to offer the best of both worlds in terms of supporting your colleagues and clients.
The Heritage working environment and ethos is fantastic and in my spare time I love to windsurf at the south coast, cycle, run, walk my dog and above all, spend time with my girlfriend.
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