WBW say welcome to Richard and well done to Craig

Chartered Financial Planners WBW have added a new name to their team.

Richard Wright has spent the 15 years in the financial planning industry. He has a strong background in financial analysis and has a proven track record of helping clients achieve their financial goals.

“We are delighted to welcome Richard to the team,” said Chris Hill, Director of WBW Chartered Financial Planners.

"His wealth of knowledge and experience will be a valuable asset to our clients and our team. We are confident that he will help us continue to provide the highest level of service to our clients.”

Richard said: "I am really excited to join an expanding business with such a clear  commitment to providing the highest standards of independent financial advice. I have been really impressed with both the depth of expertise and the client focused ethos within the team."

Meanwhile, WBW financial planner Craig Richards has received his Later Life Adviser Accreditation from the;Society of Later Life Advisers.

SOLLA is a highly respected organization that trains and accredits financial advisers who specialise in helping clients plan for later life.

Craig has completed extensive training and has demonstrated a deep understanding of the financial needs of older clients.

“I am thrilled to have received my accreditation from SOLLA,” said Craig.

“We are extremely proud of Craig for achieving his accreditation, He becomes the third Later Life Accredited adviser in the team ” said;Chris Hill

“Craig’s dedication to continuing his education and his commitment to providing the highest level of service to our clients is a testament to his character and his dedication to his craft. Advising clients on issues in later life such as retirement, estate planning, equity release and funding care requires specialist knowledge."

WBW Chartered Financial Planners is a leading financial planning firm based in Devon, Cornwall and Somerset.