Dean Richardson
I founded my Practice in 2017, prior to this, I spent over a decade at a boutique wealth management firm before receiving an invitation to become an Associate Partner of St. James's Place.
With more than 10 years of experience advising a variety of clients including high net worth individuals on all aspects of their wealth management, my approach revolves around recognising the individuality of each client and tailoring a bespoke service that addresses their needs.
I take great pride in my approachability and professionalism, striving to build long-term connections with clients. Working with clients mainly between London and Leicestershire, my core values encompass service excellence, trust, and, above all, integrity. Beyond my expertise in financial planning, my business is built on a strong work ethic and being kind to others.
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.
