Richard Holman DipPFS

Consultancy Team Leader & Senior Financial Planning Consultant

With a first-class degree and a master’s in Banking & Finance, Richard built a strong academic foundation before progressing quickly at my Omny to become a Senior Financial Planning Consultant and now team leader. He takes the time to understand each client’s goals, delivering clear, personalised advice that cuts through complexity and helps them take control of their financial future. His fresh approach to financial planning combines technical expertise with a genuine commitment to client success.

In his spare time, Richard enjoys playing football & cricket on Saturday’s, travelling, and relaxing with friends & family.

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