About Richmond Paraplanning

Our Story

Richmond Paraplanning was founded by Georgina Richmond, during the pandemic of 2020, as she found a requirement, for more flexibility within the industry.
Georgina has been working in financial services from the age of 19, starting out as an office junior for a local IFA and quickly working her way up to administrator. Since then she has continued to work within financial services and now has over 14 years’ experience.

Georgina started working as a paraplanner in 2015 and quickly became Diploma qualified. She is now working towards becoming chartered.
Qualifications:
Certificate in Financial Services (General Route)
Certificate in Life & Pensions
Certificate in Mortgage Advice
Certificate in Equity Release
Diploma in Financial Planning
Breakdown: CF1, CF2, CF3, CF4, CF6, LP2, ER1, RO1, RO2, RO3, AF4