Richard Cakans Email & Phone Number
Independent Financial Adviser @ Throgmorton Private Capital Ltd
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Richard Cakans Location
- Wigton, GB
Richard Cakans Work
- Independent Financial Adviser @ (June 2025 - Present)
- Pension Transfer Specialist and Financial Planning Consultant @ (June 2016 - May 2025)
- Independent Financial Adviser @ (May 2015 - May 2016)
- Commercial Financial Adviser @ (June 2010 - October 2013)
Richard Cakans Skills
- Microsoft Office
- Personal Pensions
- Investments
- Structured Investments
- Residential Mortgages
- Home Equity Loans
- strategic financial planning
- Retirement Planning
- Retirement Solutions
- Offshore Investments
- Investment Strategies
- Trusts
- Shareholder Protection
- partnership protection
- mortgage protection
- family protection
- Income Protection
- Retirement Income Strategies
- Fixed Income
- Inheritance Tax Planning
- Financial Services
- Financial Advisory
- Mortgage Lending
- Wealth
- Portfolio Management
- Pensions
- Financial Planning
- Customer Service
- Finance
- Loans
- Wealth Management
- Protection
- Investment Advisory
- Insurance
- Relationship Management
- Retirement
- Management
- Banking
- Business Strategy
- Financial Risk
- Retail Banking
- Critical Illness
- Life Insurance
- Mutual Funds
- Asset Management
- Risk Management
- Credit Risk
- High Net Worth Individuals
- Savings
- Wealth Management Services
- Financial Reporting
- Project Management
- Public Speaking
- Real Estate
- Commercial Real Estate
- SQL
Richard Cakans Summary
- Richard Cakans, based in Wigton, GB, is currently a Independent Financial Adviser at Throgmorton Private Capital Ltd. Richard Cakans brings experience from previous roles at Quilter Financial Advisers, Saint & Co and HSBC. With a robust skill set that includes Microsoft Office, Personal Pensions, Investments, Structured Investments, Residential Mortgages and more. Richard Cakans has 3 emails and 2 mobile phone numbers on RocketReach.
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