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

BA(Hons), DipPFS
I provide wealth management advice to individuals and businesses in and around the South East. My advice is tailored to meet your personal and business objectives. My aim is to help clients navigate through their financial situations to help them achieve their goals.


After 18 years’ in the financial markets I decided to follow a new career path, making use of the extensive financial knowledge and experiences gained during this time.


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Advice & Services

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

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.


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Richard is extremely knowledgeable and has gone out of his way to get to know us and our financial needs so that he can advise and support us most effectively. He has been exceptionally patient with us, talking things through with clarity so that we understand our options and have been able to make ...
Daniel Leonard |Headteacher

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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.


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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.