Richard Petrie

Richard Petrie serves as a Corporate Benefits Senior Manager at AAB since July 2015, specializing in consulting advice and solutions for employee benefits. Previously, Richard held the position of Senior Employee Benefits Consultant at Mattioli Woods plc from August 2008 to July 2015, where responsibilities included managing client relationships, business development, and the design and implementation of employee benefit schemes. Prior to that role, Richard worked as an Independent Financial Advisor at EIS Financial Services from November 2004 to July 2008, focusing on retirement planning and investment strategies for educators. Richard's career began at CO-OP Financial Services, where from January 2000 to October 2004, Richard advised clients on a wide range of financial products, including mortgages and investment options.