AUTHORISED FOR INVESTMENT BUSINESS
Profile
Ricky started work with HSBC in their Private Clients Division, before joining Joseph R Lamb in 2001. He assists Martin in managing our ‘PIMS’ Premier investment Monitoring Service strategy and its continued evolution & development. He heads our Technical team and is responsible for providing product research and market analysis and development. Ricky specialises in providing solutions in the complex area of personal taxation, trusts and portfolio investment. Whilst Ricky is authorised to give advice, his main role is to provide technical support to the Directors and Advisers.
| Qualifications | |
| BA.(Hons) | Degree in Economics |
| CeFA 1,2,3 | Financial Planning Certificate |
| K10 | Pension Retirement Options |
| SV1 | Savings and Investment |
| JO1 (Distinction) | Personal Taxation |
| JO2 (Distinction) | Trusts |
| Cemap | Certificate in Mortgage Advice |
| IMC | Investment Management Certificate |
| Diploma in FInancial Planning | |
| R01 | Financial Services, regulations and ethics |
| R02 | Investment Priciples & Risk |
| R04 | Pensions and Retirement Planning |
| R05 | Financial Protection |
| R06 | Financial Planning Practice |
Telephone: +44 (0) 1268 749 880