Richard Allum

Richard Allum

by | Dec 1, 2016

Richard Allum CFP

Chartered Wealth Manager

Work History
Richard is a Certified Financial Planner, Chartered Wealth Manager, and Accredited Para-planner and holds the Advanced Financial Planning Certificate.  Richard has more than 20 years’ experience in financial services and provides Financial Management with expert technical analysis and research.

What do you like best about your job?
Richard enjoys the analytical and research part of his job as much as the planning and strategic parts that all combine to produce great outcomes for clients.

Interests outside of work?
Richard’s a big fan of F1 and most motor sport.  He enjoys gadgets and technology. Nutella has played a big part in his life.

Office
Penn Barn

Telephone
01494 817151

Email
richard@fmifa.com

Accreditations
Chartered Insurance Institute, Chartered Institute of Securities & Investments

Rod Mold

Rod Mold

by | Jan 1, 2016

Rod Mold

Client Relationship Manager

Work History
Rod joined Financial Management in 2015 having worked in the pension and insurance industry for over 20 years

What do you like best about your job?
Rod gains great satisfaction by providing a personal service to all clients.

Interests outside of work?
Outside of work, Rod tries to mix family time with football, movies and trying to help keep the garden under control.

Office
Penn Barn

Telephone

01494 819824

Email
rod@fmifa.com

Contact Rod

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Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.