An Associate Partner Practice of St. James's Place Wealth Management

Herbert Wealth Management

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Gemma Richmond

DipPFS, CeMAP
You may simply be looking to get your money working a little harder, to build a nest egg for your retirement or perhaps your priority is to ensure that your family is protected against financial difficulties. I am available to help whatever your financial goals or concerns may be.

About

As an experienced Financial Consultant of nearly 30 years I have helped numerous clients build their wealth, save tax and meet their wider financial needs.

I have worked within some of the largest life assurance and banking institutions in the UK and have gained extensive experience as well as achieving professional qualifications at diploma level. Having been invited to become a Partner within the St. James's Place Wealth Management group, I am able to build a Practice which is underpinned by my experiences and my desire to provide a first class service of financial help and advice.

Having worked in the Bexleyheath area for around 12 years, I have gained a large number of local clients with whom I have built long term relationships. I am therefore delighted to have been able to establish my Practice locally where I share smart offices in Dartford, which provides a central base to meet clients, or to visit them at their home or place of work.

My focus is on developing lifelong relationships with my clients to help them secure their financial futures whether the need is for simple guidance or specialist advice around more complex issues.

Through my client focused Practice, together with the support of St. James's Place, I am able to deliver high quality service which is more personal than ever before.

Outside of my working life I am a family woman with a passion for sport, an appetite for good food, a desire for visiting new places as well as generally having fun.
Gemma Richmond

30 Lombard Street, London, EC3V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

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Gemma Richmond
Herbert Wealth Management