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.

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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.