
Richard has been a regulated financial adviser for over 20 years working with Santander and moving to St. James's Place in 2019.
As a Chartered Financial Planner and Fellow of the Personal Finance Society, Richard has satisfied rigorous criteria relating to professional qualifications and ethical good Practice.
It means you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support.
Seventy Six Financial Planning was formed in 2022 with the objective of helping more clients access local professional financial guidance to help successfully plan for your future. This includes organising and managing pensions, personal investments, trust planning, estate planning and addressing protection needs.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
We offer an excellent wealth management service which will help you achieve your goals
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.
SJP Approved 16/05/2024
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.