Q & A with Richie
When did you join Insight?
I joined Insight in 2022 after completing my accounting and finance degree at the University of East Anglia.
What are your areas of expertise?
Cashflow planning, working with Limited Companies and tax-efficient investing.
What do you love helping clients with?
Mitigating tax and retiring.
What’s the most unusual thing you’ve ever helped a client fund?
One client is funding holding hands with a gorilla!
Richie's golden nugget
How much stress, worry and expense can be averted by just having a conversation and making a plan.
More about Richie
What’s your personal financial freedom dream?
Being able to travel wherever/whenever, exploring new places & cultures.
What’s the best thing you’ve ever spent money on & a luxury you could never give up?
Firstly my Euros 2024 trip to Germany, it was a once in a lifetime experience. I couldn’t give up travelling and seeing new places.
What’s something colleagues would be surprised to learn about you?
Probably my love for Lego!
Tip for my younger self
I was always a great saver, albeit hidden in my sock drawer! I’d advise myself to look at better long term investing options.