Speakers:
Andy Gillett, APFS
Head of Wealth Management Advice and Chartered Financial Planner
Andrew joined BRI in February 2012. He is a Chartered Financial Planner with more than 20 years’ experience, and has worked at several IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit, and lifestyle planning. Andrew provides financial advice to clients and also oversees the Wealth Management department
Rob Richards, FCA, FCCA, CTA
Partner
Rob is a qualified Chartered Accountant and Chartered Tax Adviser. He has been working in practice since 1987 and set up his own practice in 1999, merging with another local firm in 2005 to create The Richards Sandy Partnership. The Richards Sandy Partnership remains an independent practice, based in Worcester, providing Audit, Accounts, Tax and Business Support Services across the Southwest Midlands and beyond. Rob specialises in tax planning for both private individuals and businesses.
