Qualifications
Professionally
Richard is a financial planner with over 25 years of experience, specialising in lifetime financial planning, wealth protection, and tax planning.
With expertise in helping clients accumulate wealth for the future, plan for retirement, and preserve wealth for future generations, Richard works closely with individuals to define their goals, assess their needs, and create efficient, personalised financial plans.
Living and working in Low Fell, Richard enjoys balancing his professional life with family commitments. He values working with clients both locally and across the UK.
Personally
Outside of work, Richard enjoys supporting his children’s various sporting activities, including volunteering as a coach for his daughter’s football team. He is also passionate about sports such as football, golf, skiing, and, most recently, padel tennis. In his downtime, he enjoys walking his lively spaniel.