Richard Watson  DipPFS in

Richard Watson DipPFS

Galvanizer · DISC type Id
Independent Financial Adviser at Perspective Financial Group Ltd
📍 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
Independent Financial Adviser
Location
United Kingdom
Personality Overview

How Richard shows up

Trusting
Socially Adept
People-Oriented

They are more likely to accept new and exciting technologies. They are charming and can persuade others to support their decisions. They will fight for you if they come to believe in you.

Priorities

Topics Richard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2021
Independent Financial Adviser
Perspective Financial Group Ltd
9-2017 - 1-2021
Financial Services Professional
Aviva
6-2015 - 5-2017
Compliance and Audit - Financial Services
Financial Services (Self Employed)
4-2014 - 4-2015
Financial Consultant
Wesleyan
11-2012 - 6-2013
Monitoring Analysis Consultant
Aviva plc
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1992
Education details unavailable
Lancaster University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

Other Perspective Financial Group Ltd Employees

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