Client login 01628 566 234
01628 566 234 Client login

Dakyna Richardson

Paraplanner and Wrap Specialist

01628 566 234 01494 442 700 dakyna@bpinvestment.com

About Dakyna

I joined BPI in Autumn 2017 as a Financial Services Administrator, having previously worked in customer services. My role has since evolved, and I am now the Standard Life Wrap Specialist at BPI. I am also currently working towards my Certificate in Paraplanning and Financial Administration.

On a day-to-day basis, I action withdrawals and contributions into a variety of investments. I also produce suitability reports, pension and investment research, and illustrations prior to processing clients’ switches.

Outside of work

In my spare time, I like to meet with friends and family. I also enjoy travelling to new places, whether that be city breaks or a sun-soaked beach holiday.

Spotlight questions

On an ideal weekend, you can find me:

Spending quality time with friends and family, having a glass of Sauvignon Blanc - ideally in the sun!

My favourite holiday destination is:

Anywhere hot! – Although Mexico has a special place in my heart.

My favourite song to play in the car is:

I don’t think I could nail it down to one, I like variety.

The first album I bought was:

Cannot remember but most likely some cheesy pop!

If I could be any fictional character, I would be:

100% Princess Jasmine.

If I could turn any activity into an Olympic sport, I would win a medal in:

Cleaning! I love a good ol’ deep clean on a Saturday morning.

When the dessert menu arrives, I’m looking for:

Anything with Chocolate or Caramel!

The three qualities that draw me to new people are:

Outgoing, funny and kind.

My pet peeve is:

Selfishness.

The three people at my dream dinner party would be:

Mary Berry, Ruben Loftus-Cheek & David Attenborough.

The three small things that make my day better are:

Sunshine, good vibes and laughter.
VouchedFor Ribbon
Business & Personal Investment Ltd profile
We’re proud to say that, as well as being Bourne End’s only VouchedFor Top Rated Firm, all three of our advisers are VouchedFor Top Rated in 2024. VouchedFor is the UK’s leading review website for financial advisers. Every year, VouchedFor publishes its Top Rated Guide to showcase the best financial advisers across the UK. Click the badge below to read more about our advisers’ Top Rated status.