Richard joined atomos (formally Sanlam) in 2014 as a technical adviser to our field based advice team. With ambitions to work directly with clients, he took the opportunity to help build the Centralised Advice team in 2017, when he also qualified as a financial adviser.
Richard is now part of our field based advice team and with his background in technical support he is able to help clients with complex needs, from pensions to estate planning and beyond.