Richard Forrest
Dip PFS, Financial Adviser
Richard Forrest

Financial Adviser Dip PFS

Richard started in the financial services industry in 1988 with Britannia Building Society and later, the Halifax where he became a qualified mortgage adviser. Having passed the financial planning examinations in 1994 he became a financial adviser with General Accident. 

Since then, Richard has held a number of roles working for national companies advising clients in both the corporate and personal areas of financial planning. He holds the Diploma in Financial Services and is working towards Chartered level.
Richard has been with Fiveways Financial Planning since March 2012.  As well as Client work, he is also a member of the Fiveways Product Governance and Investment Committee.  Richard enjoys foreign holidays and is a keen golfer.

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