Richard is an Associate of the Chartered Insurance Institute by examination and a Chartered Insurance Practitioner, receiving his Diploma on the 3 September 1979 having joined the industry in 1971.
is recognised by the Financial Services Authority as a registered individual under the reference RDJ00004, confirmation of this status can be found via the FSA's website. www.fsa.gov.uk.
holds the Chartered Insurance Institutes Statement of Professional Standing
being the new requirement for all Financial Advisors having completed the Chartered Insurance Institute
examination G60 as well as the Diploma in Financial Planning allowing the firm to operate in the pension transfer market.
has several papers published in specialist trade periodicals and continues to be quoted by the leading weekly financial services newspaper.
has had articles printed in both national (Telegraph and Times) and local (Sentinel) newspapers.
has broadcast on both local radio (BBC Stoke) and national Radio 4 (Moneybox live), and has also acted as an expert witness on pensions since before 1992.
is a Resolution accredited Divorce Specialist fully experienced and practiced in the areas of the collaborative and mediation divorce report process.
Richard is both a member of The North Staffordshire Chamber of Commerce and Rotary International.
Olivia specialises in the administration and production of Divorce Reports working closely with Richard Jacobs
and completing general administration for Kate Barnard