Ian Richards, Chartered Financial Planner
Inquirer · DISC type cdIan 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 →How Ian shows up
They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.
Topics Ian cares about
Work history
Media appearances
DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.