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

Bulpin Wealth Management

Richard Charles Bulpin

DipPFS
I offer a personal wealth management service, I do not provide off-the-shelf solutions, but offer you the benefit of a single relationship to meet all your financial needs.

About

I’m the Principal of an Associate Partner Practice of St. James's Place Wealth Management. I offer a personal face to face wealth management service. I provide a bespoke and holistic service, providing individuals with specialist advice on financial services.

My style of advising is straightforward, relaxed and jargon free. I endeavour to make our appointments enjoyable and informative.

Even the most successful individuals need specialist advice on financial services from time to time, particularly during periods of volatility and legislative change.

There are no simple off-the peg solutions. Where you need advice, you need advice you can trust, advice that will assist you to manage your financial affairs more effectively - with the minimum of fuss.I have had a successful career within the financial services sector for the last 16 years, since leaving the University of Portsmouth in 1996. I embarked on a career in financial services after seeing the need to advise both friends and family with their money and protection needs. I initially joined a company called Chase de Vere in Bath where I gained my initial qualifications. I then moved to Southampton where I was in charge of a large area south of Guildford, advising and servicing client requirements, mainly on inheritance tax. I have clients all over the south and moved back to the south west a number of years ago, as this is where I grew up.

I am currently engaged to Trudy and I have two wonderful (but very noisy!) sons; Miles and Max.

I have found that whilst my clients share similar concerns, they all need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture.
Richard Charles Bulpin

Hangar SE50, Gloucestershire Airport, Cheltenham, Gloucestershire, GL51 6SR

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

Advice & Services

We offer an excellent wealth management service which will help you achieve your 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 mortgages 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.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
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.
Whatever advice we look for, especially financial, you have to find someone you can trust. What immediately struck me about Richard Bulpin was what nice, sociable chap he was, and one with a great knowledge about his industry; couple that with honesty and patience and an ability 'to think out of the box', I think we have secured a long lasting friendship.
Mr Jeremy Field, Graphic Designer, Worcester
I met Richard following doing business with a colleague and found him most attentive when asking his opinion occasionally. This lead to a proper business setup and his giving me advice properly and his friendly manner must be a great asset when meeting new clients.
Mr Eric G Freeman, Farmer and retired director | Newent, Gloucester
He has always provided me with honest advice, is trustworthy and the service I have received has been excellent. I would not hesitate recommending him to anyone.
Mr Leigh Cummins
Richard has helped me with my private pension by giving sound trustworthy advice; always putting my interests first. His professionalism and support is exceptional. I would recommend him to anyone.
Mr Douglas Day, Gloucester
Richard gave me a very useful appraisal of all of my investments and pensions. With his help I was able to make the right investment choices. I would not hesitate recommending him.
Anonymous
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Richard has always treated our very modest investments with the same importance as if they were much larger amounts. We are always able to contact him and he cheerfully come to see us in the evenings, often quite late, at our convenience. We feel very looked after and would thoroughly recommend him to anyone looking for financial advice on any level.
Mrs Kim Leigh, Receptionist, Stroud
Richard Bulpin has always given us sound advice. His service and support has been excellent. We have been very happy to have him in our house for discussions and advice. We would not hesitate to recommend him to anyone.
Mr David Phillips & Mrs Madeline Phillips, Retired, Cirencester
Richard has outstanding and exceptional qualities and has my complete trust. He has helped me gain a sound financial footing with the advice and service he has given me. If problems occur he never gives up until any matter is resolved. I would definitely recommend him to my family, friends and business acquaintances.
Mr Paul Pritchard, Managing Director Pritchard Motor Services Lt
He has always given me good honest advice, he is trustworthy and discreet. The service he provides is excellent. I have no hesitation in recommending him to anyone.
Anonymous, Cirencester
I have found Richard's advice invaluable. He has always been very thorough and spoken in plain English. I wouldn’t hesitate to recommend him to my friends or colleagues.
Mr Nick Shaw, Gloucester
Richard has been our financial adviser for many years and has always put our interests first. He provides good sound financial advice in a manner we understand which enables us to make what have been sound investment decisions. His service and support are excellent backed up by his wealth of knowledge in the industry. We have no hesitation in recommending Richard to close friends who needed advice.
Mr & Mrs Anonymous, Retired, Gloucester
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our 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 £93 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.

Richard Charles Bulpin
Bulpin Wealth Management