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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