Meet the wealth management team
Here is a snapshot of our wealth management advisors and their expertise:
Richard has worked in Financial Services since 1985. For the majority of the last ten years, he was an independent financial adviser with HSBC and left primarily due to their change of status to Restricted Adviser following regulatory changes imposed by the regulator, the Financial Conduct Authority (FCA).
Richard has helped many clients in meeting their financial objectives and is familiar with all aspects of financial planning including life assurance, income protection, retirement planning, investment advice and reducing the burden of Inheritance Tax.
Richard particularly enjoys helping clients to construct and maintain an appropriate investment strategy and save tax.
Richard is a fellow of both the Chartered Insurance Institute and the Chartered Institute of Bankers.
If you would like to know more about how we can help you, please contact us.