Richard Say
Independent Financial Adviser
Richard Say
t. 01709 730600
How would you describe your role within AEON?
I advise clients on a wide range of needs, from investments and pensions to mortgages and protection. My aim is to add value that benefits my clients, by improving their personal circumstances, advising them as I would my own friends and family. So if you are looking to buy or move house, invest for the future, or plan your retirement, these are just a few of the areas where I can help.
What qualifications do you hold?
I hold a diploma in Financial Services DipPFS, and a certificate in mortgage advice Cert CII(MP). I also have a degree from the University of Northampton in Sports Studies & Human Bioscience BSc(Hons).
What is the most valuable piece of advice you have been given?
If at first you don’t succeed, skydiving isn’t for you. / Arte Et Labore – By skill and hardwork.
What interests do you have?
A complete film fanatic and also a keen sportsman, with hockey as my main vice but I will happily throw my hands at any sport!
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Holiday
I was very lucky to spend my honeymoon travelling to Bangkok and Bali which was incredibly beautiful, but give me a skiing holiday, or a week in Centre Parcs any day!
Book
Any of the Jack Reacher novels by Lee Child.
Film
The Dark Knight or anything by Christopher Nolan .
Sports
Blackburn Rovers
Board Game
Articulate is a firm favourite but you can’t beat a game of Charades.