Richard Libberton

FPFS

Chartered Financial Planner

Richard is an experienced Chartered Financial Planner. He has held a number of senior positions within some of the UK’s largest mutual life, pensions and investments companies during his career. He is responsible for managing the financial planning and investment requirements of a diverse portfolio of clients, including high net-worth individuals.

Richard is a Fellow of the Personal Finance Society. He is also the former Chair of the Personal Finance Society Central Scotland Region, and was part of the committee tasked with engaging members with new initiatives including delivering CPD events. In 2020, he was recognised by his peers at the Society’s Officer’s Conference and Awards Ceremony receiving the highest quarterly feedback scores from society members for the performance of his duties.

Richard has contributed to thought leadership initiatives, joining BBC Radio Scotland to chat about the value of Life Assurance, Income Protection & Critical Illness Cover, as part of their Clever About Cash series.

Expertise