Richard is an advocate of financial planning and is inspired to help clients understand what they really want from life. Richard also enjoys much of the strategic thinking involved in the development of a financial plan for his clients to ensure a life well lived.
Richard has worked in the financial services industry for over 20 years; working for large financial institutions before joining an independent advisory business in 2010. Richard holds the Diploma in Regulated Financial Services and is continuing to study towards the Certified Financial Planner Accreditation. Richard specialises in working with clients approaching retirement and his clients are often executives, business owners and entrepreneurs.
Richard also has significant experience in working with solicitors and accountants which led to the creation of a joint venture with a medium sized firm of accountants in Bristol in 2017.
Richard lives in Bristol with his wife, son and twin daughters. Richard and his family enjoy travelling and spending time with family and friends. Richard is a lifelong supporter of Arsenal FC and tries to get along to as many games as possible, although difficult whilst managing the business and the demands of family life. Richard also gives his time towards helping those less fortunate and has volunteered to assist elderly and vulnerable residents living alone in Bristol.