About Ricardo

Director and Founder of Greatmans

Responsible for leading and managing all Financial Planning recruitment for both regional and national firms. My specialism lies in the Financial Planning market, dealing with a wide range of positions including:

  • C-Suite & Executive Search
  • 1st and 2nd Line Managers
  • Head of Financial Planning
  • Managing Directors
  • IFAs / Financial Advisors / Financial Planners
  • Trainee IFAs

Personally, specialised in providing open and honest recruitment advice to businesses and individuals, within the Financial Planning space. Whether it be a business looking to appoint a specific individual or a professional candidate looking for advice on how to achieve their career aspirations. My goal has always been to help them achieve these goals effectively, without compromise.

Contact me: ricardo@greatmans.co.uk

I have handled projects at all levels from Trainee Financial Planners, through to C-suite / Board level and built up a solid reputation for providing a bespoke service, tailoring each project to suit the specific requirements to get the right result every time.

After completing my education, I enlisted in the British Armed Forces, where I served for over five years, undertaking various tours including operational deployments in Iraq. These experiences instilled in me essential life values such as punctuality, discipline, courage, respect, teamwork, and integrity, all of which I have seamlessly integrated into my professional journey. Outside of work, I prioritise maintaining a healthy lifestyle and enjoy participating in a variety of sports like football and snowboarding. As a devoted supporter of Villa, I also take immense pride in being a dedicated father to my daughter.

About Louise

UK Director for Operations and Talent Aquisition – Financial Services

With over a decade of dedicated experience recruiting across the financial planning, wealth management, and investment sectors, I’ve helped firms of all sizes attract, assess, and retain top-tier talent. My approach is consultative, relationship-driven, and grounded in a deep understanding of the financial advice profession — from entry-level administrators to senior financial planners and directors.

My clients see me as an extension of their business — not a transactional recruiter. I provide insight into current market trends, salary benchmarking, and hiring strategies that reduce time-to-hire and improve retention. I work with integrity, transparency, and a genuine passion for helping both businesses and professionals achieve their potential.

My remit covers a wide range of financial planning roles, including:

  • Financial Advisers & Wealth Managers
  • Paraplanners & Technical Support
  • Compliance & Risk
  • Operations & Practice Management
  • Client Services & Administration

Contact me: louise@greatmans.co.uk

This breadth gives me a unique, holistic view of how successful advice firms are structured — and what kind of people thrive in them. Whether you’re an expanding financial planning firm or a candidate seeking your next step, I offer more than recruitment — I offer partnership, guidance, and results.

About Keeley

EA & Operations Director

With over 15 year’s experience within the recruitment industry, I have helped businesses attract and retain talent across a number of different sectors, my approach has been centred around building honest and genuine relationships with clients and candidates as well as the team I work with. A simple but highly effective formula. It helps that I have a passion for people and thrive on helping others to achieve their goals. I found my calling in recruitment and am excited about making the industry the best it can be!

In my personal life my family and I are foster carers, a step I am so glad we made! With this in mind, my role at Greatmans is a supportive position that fits around my family. Having worked in different recruitment sectors, my collective experiences mean I am well equipped to support the other directors in the business so that they can focus on delivering our services with passion, care and precision.

Contact me: keeley@greatmans.co.uk