Tanya Richards

Biography

Tanya joined Estate Capital in 2023 as a member of our Paraplanning team. She is responsible for the paraplanning for our Director, Chris Davies as well as the oversight of paraplanning compliance and training.

Tanya delivers the very important research and reports that justify and support our advice. Tanya also takes responsibility for administering our new investment, pensions or insurance business from the point of application through to successful completion. She deals with the entire product range that Estate Capital advises on.

Tanya has been working in the Financial Services Industry for over 23 years and during this time has gained a wealth of experience. She has previously worked for Independent Financial Adviser firms in the Swansea area.

Tanya is currently studying towards the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.

Key Qualifications

• CII Level 3 Certificate in Financial Planning
• CII Certificate in Life and Pensions