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Richard Gartland

CySEC Advanced, IDD
Regional Manager Cyprus

Richard has 15 years of extensive experience in the international financial services market, servicing his clients in Botswana before taking on a senior management role over a decade ago. Richard has significant experience in management and team leadership. As Richard embarks on a journey closer to home, he will be overseeing a team of advisers from our Cyprus office where his experience and expertise will help the company develop further.

Richard holds qualifications accredited by the Chartered Institute for Securities & Investments (CISI) and more recently CySEC Advanced qualified.

Qualifications & Awards

Degree in Engineering

CySEC Advanced

IDD

CISI - International Introduction to Securities & Investments

CISI - Level 4 Certificate in Advanced Wealth Management

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

Take A Look At Some Of Richard's Client Reviews

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