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
.svg){kind=icon}
