Ian Richards is the Founder and a Chartered Financial Planner at Work to Live Financial Planning, with over 17 years of experience. A graduate of the University of Bath, he specializes in helping senior professionals align their finances with their life goals, ensuring they can live well now without jeopardizing their future.
Outside of his professional life, Ian is a family man who values balancing his work with his personal time. His philosophy is deeply influenced by life events, reinforcing his belief in not deferring happiness. He has a stated interest in coffee and enjoys following all types of sports.
His firm is built on the principle of "life-first" financial planning, a concept he adopted after realizing traditional advice often overlooks what the money is actually for.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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