Richard Allum Email & Phone Number
Paraplanner, Outsourced and Freelance Paraplanning and Managing Director @ The Paraplanners
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Richard Allum Location
- Sheffield, GB
Richard Allum Work
- Paraplanner, Outsourced and Freelance Paraplanning and Managing Director @ (February 2009 - Present)
- Co-Founder @ (January 2013 - Present)
- Founder, paraplanner and lifetime cash flow planner @ (April 2010 - Present)
- Board Director @ Institute of Financial Planning (October 2012 - October 2015)
- Paraplanner @ (January 2011 - December 2012)
- Co-founder and paraplanner @ TheParaplanner.com (April 2008 - December 2012)
- Paraplanner @ Adviser Assist Ltd (May 2002 - February 2009)
- Executive Consultant @ Zurich IFA Group (June 1995 - October 2001)
Richard Allum Education
- Institute of Financial Planning
Accredited Paraplanner
2010-2011 - Institute of Financial Planning
CFP (Certified Financial Planner)
2001-2011 - Reading Grammar 1978-1984
- The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager (Financial Planning and Services)
Richard Allum Skills
- Protection
- Pensions
- Investments
- Cash Flow
- Wealth
- Wealth Management
- Inheritance Tax Planning
- Income Protection
- Financial Advisory
- Financial Planning
- Retirement Planning
- Financial Services
- Investment Advisory
- Paraplanning
- Cash Flow Forecasting
- Strategic Financial Planning
- Financial Planners
- CRM
- Personal Finance
- Investment Strategies
- Estate Planning
- Deleting Linkedin Notifications
- Fixed Annuities
- Spring Cleaning
- Wealth Management Services
- Portfolio Management
- Critical Illness
- Contemporary Dance
- Investment Management
- Asset Allocation
- Life Insurance
- Mutual Funds
- Chocolate
- Savings
- Wealth Accumulation
- Trusts
- Certified Financial Planner
- Personal Financial Planning
- Halloween
- Funding
- Retirement
- Hugs
- Trapeze
Richard Allum Summary
- Richard Allum, based in Sheffield, GB, is currently a Paraplanner, Outsourced and Freelance Paraplanning and Managing Director at The Paraplanners. Richard Allum brings experience from previous roles at Paraplanners Assembly, MoneyScope, Institute of Financial Planning and Paraplanner Directory. Richard Allum holds a 2010 - 2011 Accredited Paraplanner @ Institute of Financial Planning. With a robust skill set that includes Protection, Pensions, Investments, Cash Flow, Wealth and more. Richard Allum has 2 emails and 1 mobile phone numbers on RocketReach.
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