Richard Elliott - Church's Financial Planning Ltd


2 Holt Barns, Frith End, GU35

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Type of Adviser: Independent (What's this?)

Formed in April 1993, Church's is a firm of fee-based financial planners based in the heart of Alice Holt Forest, near Farnham, on the Surrey/Hampshire border. The office is set in a tranquil, woodland setting, which is an ideal place to meet with clients.
Take a look at our testimonials to see what clients say about us.
Financial Planning is a process that puts you in control of your finances. Have you ever wondered whether you can support your desired lifestyle for the rest of your life? Can you afford to spend more of your hard earned money without ever running out? We can answer these questions and many more.

Richard has worked in financial services for over 15 years. He started out as a financial adviser with Britannic Assurance but moved to Church’s in 1998 to become an Independent Financial Adviser. Latterly Richard has become a passionate advocate of financial planning and qualified as a Certified Financial Planner in 2006. More recently he has been instrumental in developing the Church's Investment Philosophy and Church’s Model Portfolio’s. Richard is married with a young daughter.

Financial services career history

Adviser with Brittanic Assurance 1992 – 1998
Independent Financial Adviser at Church’s since 1998
Qualified as a Certified Financial Planner in 2006
Qualifications

Certified Financial Planner – Institute of Financial Planning
Advanced Financial Planning Certificate – Chartered Insurance Institute
Mortgage Advice Qualification (MAQ)
The Advanced Financial Planning Certificate includes examinations in:

Taxation and Trusts
Savings and Investments
Lifetime

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