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Rosie Richard - DipPFS

Rosie joined Hargreaves Lansdown in 2001, originally joining the corporate division and more recently joining our advisory team. Having completed a number of specialist Financial Planning exams, Rosie is working towards achieving Chartered Financial Planner status.

FCA reference number: RAL01109

Rosie Richard


  • Diploma in Financial Planning
  • CF8 Long Term Care
  • 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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