I have been providing bespoke and tailored financial advice to individuals, families and businesses since 1994. I hold the Diploma in Financial Planning as well as the Mortgage Advice Qualification (MAQ).
During this time, I have built my reputation and established myself by providing quality, face-to-face advice and continuity. My in-depth knowledge of retirement, investment and savings planning, inheritance tax planning and general protection ensures that my clients are on the right financial path for their chosen strategy.
Building a robust and effective strategy that provides both flexibility and choice for you or your family is essential, given the ever-changing nature of world affairs and the political climate.
I ensure that my clients fully understand their existing financial situation and guide them towards a strategy that is healthy and easy to understand. Generational planning and asset preservation form a large part of what I do for my clients, a service I know is truly valued. Minimising the effects of taxation and maximising my clients’ options and choices for the future are my primary goals.
Richard has taken the time to understand my financial needs. He always explains his recommendations to myself and my wife and has never sought to impose his views on us. He has been available by phone, email or personally whenever we have needed advice and meets with us regularly at our home. He ...
Enter your email address and register or update your existing email preferences.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.