Home | Richard Ford | Registered Financial Adviser | Succession Financial Planning | KZN

Bio

Get to know me

I am a registered Financial Advisor with over 11 years of experience in the financial services industry. I am currently registered with Succession Financial Planning, an independent financial services subsidiary of Sanlam Ltd. My primary focus is providing clients with a holistic 360-degree financial platform, offering tailored advice and guidance across: • Risk Planning • Investment Planning • Savings and Retirement • Short-term Insurance • Estate Planning • Medical Aid Cover • Succession Planning • Employee Benefits I am committed to treating clients fairly by understanding their needs, conducting comprehensive analyses, offering professional advice, ensuring effective compliance, and providing ongoing care and reviews. My goal is to build long-term, prosperous relationships through sound business practices and personalised financial solutions.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Interests

Things I like to do

  • Outdoor activities
  • Sports

CAMPAIGNS

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Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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