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Richard Stalley

Richard Stalley of Avalon (Bournemouth) Ltd is based in Bournemouth. Richard has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Quilter Financial Limited30/03/2012 to 18/10/2022
Openwork Limited01/06/2005 to 29/01/2012
Zurich Advice Network Limited01/12/2001 to 31/05/2005
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