WHO WE ARE

Tanya Richards

CertPFS

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Tanya joined Portfolio in 2013, having had 13 years’ experience in the financial services industry. She brought with her much experience in supporting Independent Financial Advisers having been employed in similar roles with other local IFA practices. Tanya is part of the Client Relationship Team that supports all of our advisers and plays a key role in the delivery of our Client Proposition.

Tanya holds the Financial Planning Certificate.

 

In her spare time Tanya enjoys swimming, reading, cinema/theatre, camping and walking her two Collies.