Meet... Richard Searle

Posted on Jan 07, 2019

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If you met senior paraplanner Richard Searle at university, the chances are you wouldn’t have thought that he’d now be settled in a career involving finance – as he was a history student. But, look closer and it makes sense. A fair amount of a history degree is about research and making sense of the world and, in many ways, these are the skills required by a paraplanner.

“When I was at school, I wasn’t sure what I wanted to do as a career and I felt the same way when I reached the end of my degree,” he explains. “I returned home to Kent and was offered a job as a research assistant with a rapidly expanding IFA in Westerham and it was role which suited me – as I enjoyed doing analysis and basically having to find stuff out.”

While there, he started to undertake paraplanner exams but, when he felt that there wasn’t any particular progression open to him at that firm, he headed to Australia for a gap year. 

Once back in the UK, he joined another IFA practice – set up by a former colleague – and, after that, worked for a couple of other firms. Then the opportunity came to join The Goodman Partnership as a paraplanner and he stayed with the firm for four years. At this point, the chance came to join a Maidstone-based firm as a senior paraplanner, so he left but, after a year or so, was made redundant.

“During that period, I kept in touch with the team at The Goodman Partnership, particularly Stuart,” says Richard. “The paraplanner world is a small one really and it turned out that the person who had replaced me when I left was leaving himself for a role nearer to his home, so that was a potential opportunity for me to return.”

He adds: “I’d always had a high regard for the professionalism and standard of work at The Goodman Partnership and I knew the team was great to be part of, so I returned in 2016. Our paraplanning team here is really close-knit; we get on well and support each other.”

Richard has continued to undertake relevant exams as standards within paraplanning have continued progress.

“I still really enjoy undertaking research as part of my role and helping to find our clients the most appropriate and tax efficient solution for their needs,” says Richard. “I particularly like problem-solving and being forced out of my ‘default setting’; drilling down that extra layer for a solution.”

When he’s not at work, karate keeps Richard busy – both practicing and teaching throughout Maidstone and the Medway area. 

“The classes I teach have an emphasis on fitness and self-defence,” he explains.

 

 

 


Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.