Rick is hugely experienced in building investment strategies that financial planners can use when advising clients. He has a clear understanding of how well-constructed portfolios can support the long-term financial planning goals of private clients. His approach to this is fresh and innovative.
He has been working in financial services since 2005. Before joining MKC Invest Rick led teams that successfully designed investment portfolios for wealth management groups including Sanlam and Quilter. Understanding the way financial advice interacts with investment choice and constructing portfolios that are influenced by people’s investment goals has always been crucial to his work. He was an early champion of psychometric risk profiling, which has since become the standard way of aligning people’s investments with their objectives and tolerance for risk.
Rick attended the Hulme Grammar School in Oldham and read English Literature at the University of Liverpool. He then commissioned as an officer in the Royal Navy and served for six years on a variety of surface warships and shore bases. He is a CFA Charterholder and has a Diploma in Financial Planning.
To speak to someone call 020 7702 4488 or email enquiries@mkc-invest.com.