Richard is a Director and founding partner and has worked in financial services since 2005, he has a wealth of experience in the financial sector.
His wealth of expertise covers a broad spectrum of financial planning helping you and your business to:
- Grow wealth, specifically through our distinctive approach to investment management
- Preserve assets for long-term financial security
- Adequately protect assets from potential threats
- Effectively manage capital and borrowings
Richard will agree a financial roadmap with clients, identifying future objectives and these are reviewed at regular intervals to achieve each client’s individual financial goals and aspirations.
Outside of work, Richard is kept very busy and loves nothing better than spending time with his young family.
Mobile: 07881 791435
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.