Jacob has always had a keen interest in law and financial services. After completing a law degree and having gained a vast amount of experience in the legal and financial sector, Jacob felt that the best way to combine his knowledge, expertise and interest would be by opening a compliance consultancy thereby advising and supporting financial services businesses on the regulations they are subject to. Jacob identified the potential for a niche method of consultancy, in providing a very close hands on approach in order to understand the client’s commercial objectives. With that objective things grew, as Jacob guided the growth of Richdale from the original one-man-band to the current team of eleven in only four years. He opened a sister company which is directly authorised by the Financial Conduct Authority and operates as a mini network for mortgage, protection and general insurance brokers. As Founder and Director, Jacob maintains a full presence in the day-to-day operations and personally supports and interacts with our many clients. His attention to detail, long-term vision and clarity of explanation have led to him developing a reputation as a reliable and trustworthy operator who is popular with clients, staff and providers alike.
Chief Operations Officer
Aron studied Business Management at UMIST and after gaining experience in a variety of industries over a number of years, he joined Richdale at the start of 2016 as a Compliance Administrator. He quickly advanced to become a trusted Account Manager and an integral part of our Service Provision. As Richdale has developed, Aron’s role has diversified to include the full gamut of management tasks, including overall responsibility for all operational activities of the Group, as well as office and staff management, whilst maintaining a key position at the forefront of client account management and business development.
Head of Accounts
Shifra joined Richdale in July 2017 to head up the accounts department. She puts her previous experience as a Senior Accounts Officer in a large London-based institution, and her spearheading of several large public fundraising campaigns, to good use. Shifra also plays a pivotal role in the expansion of Richdale, with her insightful and expert project management skills helping to develop Richdale.
Having qualified as a Chartered Accountant in 2008, Rob brings more than a decade of extensive experience in practice and financial management. Known for his attention to detail, analytical acumen, and problem-solving proficiency, Rob excels at streamlining and simplifying even the most intricate financial processes. His knack for incorporating cutting-edge technology and software has consistently enhanced efficiency within the organisations he has worked with. In his current role as Bookkeeping Manager, Rob continues to leverage his expertise to refine bookkeeping processes, optimise financial reporting, and ensure meticulous adherence to regulatory standards.
Lisa joined Richdale’s Accounts Department in 2023, after gaining valuable experience in various multinational roles. Tasked with supporting the existing team with their burgeoning responsibilities, Lisa is a dedicated and practical-minded team player, with meticulous attention to detail, great organisational and interpersonal skills, and who prides herself on providing excellent service.
Business Development Manager
Motti began his career in the banking sector, before pivoting to a technology company where he managed finances, partnerships, and operations and where under his leadership, the company achieved significant growth in revenue and customer retention rates. In addition to closely supporting a range of current clients, Motti’s role at Richdale focuses on project management and the diversification and expansion of the company’s operations.
Senior Compliance Analyst
Eli’s long history in financial services dates back to the mid-1980s when he began assisting with various aspects of his father’s mortgage brokerage. After obtaining his degree in French & Economics, he pursued a career in the Insurance and Mortgage industry, with a traineeship at Friends Provident, followed by a number of years as a branch based IFA for Bradford & Bingley and several years as an IFA in a boutique London brokerage. Eli continued his career in finance in the USA, working for JPMorgan Chase Bank for 5 years providing investment, consumer-credit, mortgage, lending and other banking services to retail, HNW and small business clients. Eli has an extensive knowledge of the UK financial services industry both from the perspective of an adviser as well as from the compliance side. His knowledge working with several financial institutions across a variety of financial products types has proved invaluable to Richdale, in both his capacity as an Account Manager and within Quality Assurance, where he maintains responsibility for guiding various Operational, Procedural, Compliance, Risk and CPD/Training aspects of the business.
Daniel studied Mathematics at UCL and after further study over a number of years, he joined the Company in 2019 as a Compliance Administrator. Daniel’s ever-ready willingness, expertise and attention to detail, have resulted in him having become a popular Account Manager, who handles a wide-range of compliance enquiries from the majority of our mortgage and insurance clients, as well as being responsible for the oversight of our Compliance Reviews process.
Debbie joined the team early in 2018 after several years as Department Head in a multi-national business providing services for insurance providers in the USA. She maximises her key qualities of precision and perceptiveness in her current role as compliance administrator, specialising in the mortgage and insurance department. Always friendly and polite, Debbie is here to assist clients along their compliance journey.
Bradley completed his Bachelor of Commerce Honours Degree at UNISA in South Africa, majoring in accounting and finance. He spent 17 years working in senior management in the non-profit sector including roles such as Operations and Financial Manager. Thereafter he gained much experience working as a financial broker and adviser. Bradley joined the Company at the start of 2020 and his extensive experience and knowledge in finance and management, together with his client centric approach, is already being utilised in a variety of roles and responsibilities within the Company.
Sara began her career in education, but gradually pivoted to the financial space gaining a variety of experience at a large medical billing company, a multinational non-profit and then at a growing accounting firm as a client advisor and operations manager. In addition to her broad background in finance, Sara brings an acute attention to detail and excellent communication skills to her role as a compliance auditor, which make her highly adept at assisting our clients attaining their compliance goals.
Jeremy holds a law degree and has an array of experience as a paralegal and associate attorney in various law firms, as well as within other industries. Jeremy has gained extensive experience over the years in advising and assisting major clients at the highest level and is passionate about providing useful and accurate counsel to clients and producing an impeccable level of work. He joined Richdale in 2023 as a compliance auditor.
Shelly joined Richdale’s team in 2023, bringing a wealth of experience from previous roles in the financial & banking field, including management and executive positions. Shelly has a strong ability to multi-task and is a willing team player who is dedicated to supporting our clients and the Richdale team.