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 Accreditations Chartered Insurance Institute, Chartered Institute of Securities & Investments

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

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Thank you for this confirmation to investment additional funds to your ISA. Your adviser 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.