Richard Frost
Senior Financial Planner & Chartered Financial Planner
Professionally
With over 15 years of experience in financial services, Richard brings a wealth of knowledge and understanding of the finance industry to his role. As a Fellow of the Personal Finance Society and a Chartered Financial Planner, he provides detailed, tailored advice designed around each client’s individual needs.
Richard understands that investing in your future can sometimes feel overwhelming. His friendly and approachable manner helps clients feel confident when making important financial decisions, while his extensive experience allows him to provide clear guidance and ongoing support throughout their financial journey.
Richard was drawn to financial advice by the opportunity to help people achieve greater financial security and plan for their future. He particularly enjoys helping clients make informed decisions about their finances and building long-term relationships based on confidence and trust.
- FCA registered “Pension Transfer Specialist”.
- Fellow of the Personal Finance Society FPFS
- Chartered Financial Planner
- Degree in Economics with Management BA (Hons)
- Pension Transfer Specialist
- Certificate in Discretionary Investment Management CertPFS (DM)
- Certificate in Securities and Advice Dealing CertPFS (Securities)
Personally
Richard is a friendly and approachable person who enjoys spending time with his family, whether on land or water.
In his spare time, he enjoys travelling with his family, socialising with friends, boating and watching football. His favourite holiday destination is boating, combining his love of being on the water with spending quality time with those closest to him.
Richard in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: Lawrence House, Summer Hill, Harbledown, Canterbury, Kent, CT2 8GT
The Financial Ombudsman Service is available to settle complaints between individuals and financial services businesses that they are not able to resolve themselves. For full details of the Financial Ombudsman Service please visit the FOS’ website.
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