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Pensions
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Investments
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Protection
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Holistic Planning
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About Richard

Richard Medlock DipFA, CeMAP
Financial Planning Consultant

Richard began his financial services career as a mortgage adviser for a national firm prior to moving to a local IFA and also worked for the Co-operative Financial Services before joining Charles Derby in 2011, a decision made because of our belief in providing a face to face home service for our clients.

Specialising in financial planning, Richard is committed to helping you achieve all your financial goals through the various lifetime changes, such as house purchase, family protection, wealth management, retirement and estate planning.

In addition to personal financial planning, Richard is also able to provide advice and recommendations to business owners on a range of products from tax efficient protection to auto enrolment solutions.

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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.