Richard Cornwell

DipPFS

I provide personal face-to-face wealth management services to individuals and businesses in and around York. My advice is tailored to meet your personal and/or business objectives.

Location : Escrick

01904 436616

07720 547086

About

I have worked in financial services since leaving University in 1989, having previously worked for the Yorkshire Building Society, Smithson Mason an IFA Company in Leeds, NatWest Bank, and Royal Sun Alliance. As a result I was invited to join the prestigious St. James's Place. This has increased my ability to achieve clients' goals and offer a wide range of wealth management services of outstanding quality.

I am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development. This, along with the pride and dedication that I place on building strong personal relationships with my clients, ensures that am I able offer a professional and friendly service.

As well as my own experience and knowledge, I work closely with Mark Lynch, also of St. James's Place. With us both specialising in specific areas of Financial Planning, we are able to offer an appropriate solution for any given situation.

Outside of my business I am devoted to my Family, I am married with two children. I enjoy sports especially a round of golf, cycling and walks with the Family.

Please note that Mark Lynch runs his own Practice, and does not operate in legal Partnership with Richard Cornwell.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

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We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

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We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

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Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

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Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

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We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

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Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

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Use these calculators to help you determine more about your current or future financial position.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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More about St. James's Place

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

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 19/12/2024

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.