Sign In
Get Started →
Summarize Richard Shanks’s background before I meet with them
Profile Image for Richard Shanks

Richard Shanks

Consultant at Chambers Smith Financial Planning
SummaryAI Assisted Badge

Richard Shanks is a highly experienced Consultant and Chartered Financial Planner, with a background in banking and law. He has worked extensively in the financial planning industry, focusing on providing tailored advice to individuals, businesses, pension schemes, charities, and trusts. He has a particular talent for handling complex financial situations, making him one of the leading advisers in the East Midlands. Richard is currently working at Chambers Smith Financial Planning, a renowned IFA practice in the region, that prides itself on providing clients with advice based on their specific needs.

Richard trained and honed his skills in the banking industry before moving to the financial planning division of a top 150 law firm, working with clients on complex financial matters. He then set up his own successful financial planning firm before joining Chambers Smith Financial Planning, where he currently serves as a consultant. During his career, Richard has achieved Chartered Financial Planner status, has been listed in the SIFA Professional Directory of IFAs, endorsed by the Law Society, and previously held the post of Head of Investment & Financial Planning at Flint Bishop LLP.

Richard is an expert in financial planning, investment management, and pension advice, with a focus on providing tailored guidance to each of his clients. He has a natural ability to ensure that clients' financial objectives are met while taking into account their unique situation, which has earned him an enviable reputation in the industry. Richard's extensive expertise in his field and his ability to communicate with clients in a clear and concise manner make him stand out as one of the leading financial advisers in the region.

This public profile is provided courtesy of Clay. All information found here is in the public domain.