Rikki Doré Email
Partner | Regional Manager | Independent Chartered Financial Planner @ Abacus Associates
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Rikki Doré Location
- South Leigh, England, GB
Rikki Doré Work
- 2025 -now Partner | Regional Manager | Independent Chartered Financial Planner @
- 2023 -2025 Head of Private Clients @
- 2016 -2023 Senior Private Client Manager (Adviser, Private Client Manager to Senior) @
- 2014 -2016 Compliance Director @
- 2014 -2016 Money Laundering Reporting Officer @
- 2011 -2016 Financial Adviser @
- 2009 -2016 Director @
- 2007 -2011 Trainee IFA and Parraplanner @
- 2004 -2007 Trainee Management Accountant @ Wycombe Leisure Ltd
Rikki Doré Education
- Chartered Insurance Institute
Advance Diploma Level 6 (Financial Planning and Services)
2017-2020 - Chartered Insurance Institute
Chartered Financial Planner (Financial Planner)
2020-2020 - Chartered Insurance Institute
Award in Long Term Care Insurance, CertPFS Long Term Care
2013-2014 - Chartered Insurance Institute
Diploma Level 4, Financial Planning (Financial Planning and Services)
2009-2012 - Chartered Insurance Institute
Certificate in Financial Planning, Level 3 (Financial Planning and Services)
2009-2011 - University of Gloucestershire
Bachelor of Arts (BA) (Accounting & Financial Management with Leisure Management)
2001-2005 - Wood Green School 1992-2001
Rikki Doré Skills
- Financial Advisory
- High Net Worth Individuals
- Strategic Financial Planning
- Investment Strategies
- Critical Illness
- Investments
- Financial Planners
- Inheritance Tax Planning
- Pensions
- SIPP
- Retirement
- Fixed Annuities
- Investment Advisory
- Income Protection
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Protection
Rikki Doré Summary
- Rikki Doré, based in South Leigh, England, GB, is currently a Partner | Regional Manager | Independent Chartered Financial Planner at Abacus Associates. Rikki Doré brings experience from previous roles at Courtiers and JRH ASSET MANAGEMENT LIMITED. Rikki Doré holds a 2017 - 2020 Advance Diploma Level 6 in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Financial Advisory, High Net Worth Individuals, Strategic Financial Planning, Investment Strategies, Critical Illness and more. Rikki Doré has 1 emails on RocketReach.
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