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Rick Truman - FPFS

Rick has over 25 years of experience in Financial Services and joined Hargreaves Lansdown in 2006. He has gone on to become a Fellow of the Personal Finance Society (PFS).

FCA reference number: RJT00040

Rick Truman


  • 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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