Richard D Reece

Richard Reece, Allan Reece Associates

Qualifications: CeMAP, CeRER, MIFS

Location: Romford

Position: Mortgage Consultant

Email:

Tel: 01708 733730

Mobile: 07769 902533

Fax: 01708 749440


Richard's career in financial services started in 2004 when he worked for the world's largest Insurance Brokers as an IBA Handler. During his time there Richard realised he had a prowess for Service Management and progressed in the organisation in various SDM roles eventually ending up in an IT Management role.

Whilst Richard worked as IT Manager, he drew on his financial management experience and reduced operating costs by 30% PA whilst also increasing annual revenue by 65%. Richard achieved this by undertaking a number of international assignments and finding solutions to some of the organisations most challenging operational problems.

In 2013 Richard decided to leave IT and return to Financial Services by joining the family firm as a Mortgage Consultant. Mentored by his father Allan; Richard became a fully qualified adviser in the same year.

Richard is also a Member of the Institute of Financial Services and holds qualifications in Project Management and IT Service Management.

Expertise

  • Estate planning
  • Financing business
  • Investment and financial
  • Regulations
  • Retirement strategies
  • The home
  • Trusts and executorships