Tanya Richards

Biography

Tanya has recently joined Estate Capital as a member of our Paraplanning team. She is responsible for the paraplanning for our Director, Chris Davies.

Tanya delivers the very important research and reports that justify and support our advice. Tanya also takes responsibility for administering our new investment, pensions or insurance business from the point of application through to successful completion. She deals with the entire product range that Estate Capital advises on.

Tanya has been working in the Financial Services Industry for over 23 years and during this time has gained a wealth of experience. She has previously worked for Independent Financial Adviser firms in the Swansea area.

Tanya is currently studying towards the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. Tanya is delighted to be part of the Paraplanning Team.

Key Qualifications

• CII Level 3 Certificate in Financial Planning
• CII Certificate in Life and Pensions