Port Isaac, Cornwall

Richard Sykes

Associate Director (Cornwall)

Richard is an experienced financial adviser having joined Davidsons IFA in 2011. As well as advising clients on all aspects of financial planning, Richard is also responsible for running the firm’s office in Wadebridge, Cornwall.

Good advice without the sales spin

Prior to joining Davidsons in January 2011, Richard was a broker consultant for Clerical Medical and Scottish Widows, providing support to financial advisers. These roles gave Richard great experience on ‘the other side’ of financial advice.

It also led to a desire to deal directly with clients, as an independent adviser, giving them the opportunity to benefit from products from the whole of the market as well as receive sound advice without a sales spin.

“I meet a variety of clients with different needs and it is rewarding when what is, sometimes, considered a small pot, can be turned into something much more valuable. I am also enjoying building the Davidsons brand across the South West.”

In Richard’s spare time you will find him on the beach, in the sea or coaching the local U13’s football team. He likes to keep fit by running, going to the gym, walking his two dogs or trying to keep up with his three children!

As I’m totally inept when it comes to finance, it was vital for me to find a company to suit all my needs. Richard Sykes has been absolutely superb and after just a very short time I knew I was in safe hands. He always has time for me, and he made the whole experience so much easier than I thought it would be. Thank you, Davidsons!

Mr P Watts

Adviser - Richard Sykes

Spotlight

The three things I love most about my job are:

Meeting new people. Giving clients good news. Positive feedback.

The three small things that make my day better are:

Feeling energetic. The sun shining. Something unexpected happening.

Three things on my bucket list are:

Seeing more of the world. A skydive. Living long enough to do these things!

When the dessert menu arrives, I’m looking for:

Something hot and sticky.

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