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

Richard Tidy Wealth Management

Richard Tidy

First class service, client’s goals and aspirations have always been at the forefront of everything I do.

About

I have 4 years of experience in managing clients’ financial requirements. I specialise in helping to meet the financial needs of my clients, whilst offering a high level of personal service.

I have considerable knowledge and experience of investment planning, tax and retirement planning, working with personal and business clients.

My principal aim is to provide completely trustworthy and ethical advice in a practical and straightforward manner. I firmly believe in building and maintaining long standing relationships with clients and their families, working with them through the many stages of their lives.

As an Associate Partner of St. James's Place Wealth Management, I have access to their distinctive and highly successful approach to investment management. This, combined with my knowledge, experience and ethics enables me to provide my clients with bespoke advice that they can really trust.

I am available to meet with my clients at their home, their place of business, my offices in Norfolk, or in St. James's Place offices in Cambridge or London.

Prior to joining the financial services industry, I spent 18 years working in hospitality for De Vere and Qhotels as a Golf Professional and Sales & Marketing Manager. Throughout my time in the industry I established great relationships with corporate companies, businesses, individuals and many families enjoying their recreational time at the various Hotels.

First class service, client’s goals and aspirations have always been at the forefront of everything I do.

Outside of my business, I love to play Golf, Travel and spend time with my wife Rachel and our two sons Samuel and Harry.

The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
Richard Tidy

4 Birkdale House, Drusilla Way, Yaxham, NR19 1DT

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.

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 Tidy
Richard Tidy Wealth Management
07900 927215