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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.

Rick Truman - FPFS

Rick has a total of over 25 years of experience in financial services and joined Hargreaves Lansdown in 2006. Prior to his financial services career Rick had over 10 years’ experience in retail. He has gone on to achieve the highest possible level of advisory qualification – to become a Fellow of the Personal Finance Society (PFS).

FCA reference number: RJT00040

Rick Truman

Qualifications

  • Chartered Financial Planner
  • Fellow, Personal Finance Society

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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0117 311 3256

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