Taisha Richmond

Financial Planner · registered 1 year(s) ago

London Hackney

START

Customer Reviews

Get quotes to check the reviews.

Security Checks

Financial advising is my passion. I enjoy working on various accounting software such as Sage50, Xero, Oracle, Salesforce and Inspyrus. I used this accounting software to input/raise invoices, using operating systems to collate and analyse financial information. Working for various sectors such as entertainment and marketing has opened my eyes and gives you a different perspective of finance. Reviewing financial information such as budgets and ticket sales/ reports etc is different to what I do when it comes to personal finance or clients with small businesses such as bookkeeping, emailing suppliers for payments, tax returns.etc. I have a keen knowledge of finance, on the other hand I have over nine years of hospitality experience in which I have developed other skills that are equally important, comparatively I know how to identify customers' needs and wants.

Get quote >

Get 4 Financial Planner Quotes