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Senior Adviser

At Courtiers

Rikki joined Courtiers in April 2016 as part of the JRH Asset Management Limited acquisition and is now a member of the Courtiers Private Clients team working as an Adviser.

Background / Experience

He has successfully achieved the Diploma in Financial Planning (DipPFS), as well as additional qualifications enabling him to advise on Long Term Care, and Discretionary Investment Management. Rikki is currently working towards the Advance Diploma for Financial Advice (APFS) and Chartered Financial Planner status.

With over 13 years' experience in the Financial Services industry, Rikki was previously a Financial Adviser at JRH and before this worked as a trainee Accountant.

Outside Work

Rikki is married with one young daughter, and one young son. In his spare time, when he is not with his family he can be found at his local rugby club either training or playing, or committee meetings (so he tells his wife). He also has a keen interest in cars, travelling, enjoys walking the dog and finding good food & drink at local pubs or restaurants, especially Gin.

Personal Wealth Management

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