Richard J K Brown
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).
Richard has been providing bespoke and tailored financial advice to individuals, families, and businesses since 1994. He holds the Diploma in Financial Planning as well as the Mortgage Advice Qualification (MAQ). During this time, he has built his reputation and established himself by providing quality, face-to-face advice, and continuity.
His in-depth knowledge of retirement, investment and savings planning, inheritance tax planning and general protection ensures that his clients are on the right financial path for their chosen strategy.
About
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.
He ensures that his clients fully understand their existing financial situation and guides them towards a strategy that is healthy and easy to understand. Generational planning and asset preservation form a large part of what he does for his clients, a service he knows is truly valued. Minimising the effects of taxation and maximising his clients’ options and choices for the future are his primary goals.
Richard has two grown up children, and enjoys sports (especially rugby), travelling and has lived in the Bristol region since 2000. He has recently purchased a property abroad which he is in the process of developing further.
Testimonials
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.
