About Richard
Richard previously worked in the car finance industry for over 11 years, 7 of these were spent advising clients on high value car purchases at BMW. It was here that Richard discovered his passion for finance and ultimately helping his clients achieve their goals.
Whilst working at BMW, Richard studied and passed his financial services exams. Once fully-qualified he began his career as a financial adviser. Having spent the last few years at a smaller financial advisory practice, Richard has now joined Capstone to be able to offer his clients more holistic advice. He works closely with senior executives and business owners to help them plan for retirement, protect their family or business, and maximise their wealth.
Richard’s focus is finding out what is important to his clients, understanding their aims and objectives and making a robust financial plan that will get them where they want to be.
In his spare time Richard enjoys playing golf, padel and football and spending time with his young son and partner.