Richard Davies DipFPS in

Richard Davies DipFPS

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Regional Head - Client Services & Operations at Ascot Lloyd
📍 Greater Reading Area, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
24 Years
Current Role
Regional Head - Client Services & Operations
Location
Greater Reading Area, United Kingdom
Personality Overview

How Richard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Strategic Priorities
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Career

Work history

3-2025
Regional Head - Client Services & Operations
Ascot Lloyd
7-2018 - 2-2025
Area Paraplanning Manager
Ascot Lloyd
1-2018 - 7-2018
Senior Paraplanner Training & Competence
Ascot Lloyd
10-2016 - 12-2017
Senior T&C Paraplanner
Bellpenny
8-2014 - 9-2016
Paraplanner
Bellpenny
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2012
Diploma in Financial Services (Level 4)
Chartered Insurance Institute
2012 - 2012
R02 Investment Principles & Risk
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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