Richard Wilkinson - Paraplanner
2 Sceptre House, Hornbeam Square North, Harrogate HG2 8PB
Richard's role at Novus...
Richard has been in the Financial Services Industry for 6 years in various roles, the last 3 working as a paraplanner at a small IFA firm. Richard has completed the Regulated Diploma in Financial Planning and is now on his way to achieving Chartered status.
At Novus Richard undertakes technical analysis to provide optimal solutions for clients, providing support to David and Claire through writing suitability reports. Richard aspires to become an Adviser himself following achieving his Chartership.
Away from the office Richard enjoys...
Playing Golf, going on family skiing holidays and socialising with friends.
Heavy metal music
What our clients have to say
“The Team at Novus is professional, knowledgeable and friendly. It is easy and pleasurable to discuss situations with them, either face to face or over the phone. They are happy to discuss any financial problem no matter how small. Regular updates on my pension situation are easily understood with ongoing advice offered immediately on request. They have looked after my pension for ages and will continue to do so.”
“Chris has been dealing with my financial affairs since the early '90s and Claire since 2014. I have always found them both extremely efficient and easy to deal with. I have no qualms about recommending them to anyone who is looking for a reliable company that is still small enough to offer a personal service.”
James Proctor, Menston
“The Novus Financial Services team provide us with a truly bespoke financial advice service, constantly seeking to understand our current situation and future plans (including hopes and dreams!). The team have successfully delivered above market average performance on our investments to date, with a great emphasis placed on optimising portfolio growth aligned to our attitude to risk. As circumstances change and we move towards a new life stage, Novus is a very important ‘partner’ in our decision making; providing relevant illustrations on future retirement possibilities based on our own objectives and assumptions. On a personal level, our Novus financial advisor is exceptional, always available to give advice and very willing to work around our busy diaries.”
Mr and Mrs J McAulay, Bishop Monkton
Request a callback
If you would like to speak to one of our advisers please get in touch by calling us on 01423 870731, alternatively complete the form below and we will call you back.