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Pete Richinson DipPFS, CertPFS (DM & Securities)

Independent Financial Adviser

 

 

Pete has worked in financial services since 2001 when he began working for Dresdner Kleinwort as a corporate finance adviser to companies in the Technology sector. He also worked in Equity Capital Markets at Credit Suisse before leaving the City to work in his hometown of Bournemouth. After that he gained further investment experience working for himself. In 2017 he moved his focus to personal finance and studied for the Diploma in Regulated Financial Planning.

 

In 2018 he joined Strategic Solutions where he works closely with Giles Wellington on pensions and investments. Pete is studying to achieve Chartered status and has recently achieved certification in Pension Transfer Advice.

 

Pete lives in Bournemouth with his partner and two children and enjoys paddle boarding and skiing. He is a member of the Personal Finance Society and holds the following finance qualifications:

 

R01 -  Financial Services, Regulation & Ethics
R02 – Investment Principles and Risk
R03 – Personal Taxation
R04 – Pension and Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice


J10 – Discretionary Investment Management
J12 – Securities Advice & Dealing

 

AF7 – Pension Transfers

 

Diploma in Regulated Financial Planning

Certificate in Discretionary Investment Management

Certificate in Securities Advice & Dealing

Certificate in Pension Transfer Advice