Richard has spent the majority of his career in financial services, beginning his career with Scottish Equitable (now Aegon) in 1989. Bringing this experience with him to wealth management, Richard is a Chartered Financial Planner and prides himself on being able to develop close relationships with clients and their families, and to help them to achieve their personal financial objectives.
Richard can advise clients on all areas of wealth management including retirement planning, wealth protection, including estate and inheritance tax planning, and investment planning. His extensive knowledge of financial products enables him to create a bespoke strategy for his clients to help them achieve their goals
Away from work, Richard has a passion for the outdoors, including skiing and walking. He lives in Camberley with his wife and family.
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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.