I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.
With 20 years experience in both the tied and independent sector, I am now a Partner Practice of St. James's Place and am able to provide a comprehensive and knowledgeable wealth management service to my clients. My expertise covers the broad spectrum of financial planning.
In addition to providing clients with the financial planning that they require to help meet existing needs and fulfil future aspirations, I pride myself on keeping my clients informed of the latest financial and economic issues.
We offer an excellent wealth management service which will help you achieve your goals
Over the years our investments with St. James's Place have grown substantially due to Richard's professional advice and personal guidance. His pleasant and trustworthy manner, makes us feel comfortable in approaching him with any queries which he has always responded promptly with sound advice. We w...
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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 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.