Ricky Banham

My role

I am part of the Supervisory team within Financial Planning; I specialise in compliance and am primarily based across our Great Yarmouth and Norwich offices.

With 20 years’ experience in the financial services industry, I have developed an in-depth knowledge and expertise of the sector, enabling me to support both the firm and Financial Planning team in delivering the best outcomes for our clients.

I am currently working towards ‘Chartered’ status to further strengthen my technical knowledge and enhance the client experience.

Key responsibilities

  • Longstanding member of our Investment committee

  • Active member of our Compliance committee

  • Conduct routine case sampling to uphold our standards and ensure alignment with the FCA’s Consumer Duty outcomes

  • Provide technical expertise to ensure client objectives are fulfilled.

About me

Outside of the office, I enjoy dining out, tuning into Sports, and spending time with family and friends.

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

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