Richard Boardman
I believe in providing a clear and simplified financial pathway to helping my individual and business clients achieve their financial goals. That process requires me to listen, reflect, and understand your personal circumstances before planning and designing a tax efficient strategy to meet your needs. My approach ensures that you have the peace of mind of knowing that you have a dedicated professional who is committed to guiding and advising you through the complexities of financial planning. I pride myself in building trust and long-term relationships that is fostered over time with personalised reviews and updates.
About
Having previously served 16 years as an army officer, I fully understand the challenges of pressure, challenging environments, the need for careful planning and most importantly, the ability to listen. This experience has allowed me to apply the same logical approach to my business as I advise my clients on the most effective way to clearly identify their own financial goals and thereafter, set in place the most appropriate solutions to achieve those aims.
I specialise in providing advice that is backed by St. James's Place in the areas of Retirement planning, Investment planning, and Estate planning; as well as Protection solutions for you, your family or business.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 12/02/2024
The Partner 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.
