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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Richard Lunt - DipPFS

Richard has more than 20 years’ experience in the financial services sector, qualifying as a Financial Adviser in 1994. He joined Hargreaves Lansdown in 2013 and is currently working towards Chartered status.

FCA reference number: RXL00009

Richard Lunt

Qualifications

  • Advanced Financial Planning Certificate (1995 Scheme)
  • G10 Taxation and Trusts
  • G20 Personal Investment Planning
  • G60 Advanced Pensions

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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