Private Client Manager
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 a Private Client Manager based out of our Witney office.
Background / Experience
With over 16 years experience in the Financial Services industry, Rikki was previously a Financial Adviser at JRH and before this worked as a Trainee Accountant.
He has successfully achieved the Advanced Diploma in Financial Planning (APFS), as well as additional qualifications enabling him to advise on Long Term Care, and Discretionary Investment Management. In December 2020, Rikki achieved his Chartered Financial Planner status.
Rikki is married with a daughter and son. In his spare time, when he is not with his family he can be found at his local rugby club either training, playing, or committee meetings (so he tells his wife). He also has a keen interest in cars, travelling, BBQ’ing & Gin as well as enjoying walking the dog and finding good food & drink at local eateries.