Expansion Of Financial Services Team
We would like to welcome Richard McCarthy who joined Simpson Wood (Financial Services) Ltd this week, to work as Administrator/Paraplanner alongside Neil Duthieand Sian Williams.
Richard is studying for his Diploma in Regulated Financial Planning and will deal with all aspects of the advice process such as carrying out research on different types of investments,
preparing financial planning reports and dealing with queries from product providers and clients. He has worked in the investment and finance industry for more than 20 years, including HBOS plc and more recently Aviva plc.
Richard enjoys spending time with his wife Michelle and four year old son Lucas, and being a keen golfer with a very respectable handicap adds yet more rivalry for Simpson Wood‘s existing golfers!
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