Lance Richards
APFS
Having worked in Financial services for over 25 years, I am extremely proud to be a Chartered Financial planner. I was invited to join St. James's Place in 2006
I pride myself on building meaningful client relationships over the long term, an example of this is that I am still working with clients who I first met 20 years ago, and I now work with their children and families too.
When I am not busy seeing clients and running the business, I am a very keen cyclist and occasional golfer. My Wife and I also enjoy travel and walking our 2 dogs.
About
In 2006 I was invited to join the prestigious St. James's Place Partnership. I have wide ranging experience, gained during volatile markets and a period of high regulatory focus. I appreciate the importance of integrity and professionalism.
I have excellent relationships with my existing clients, enabling me to offer an exclusive and beneficial service.Specialising in Investment and Pension planning, I aspire to helping people achieve their financial goals and aspirations and very much look forward to working with you.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
