Senior Partner Practice of St. James's Place Wealth Management
Richard is an experienced professional with over 23 years' experience in both personal and business financial planning, developing bespoke strategies to help clients to achieve their financial objectives and ambitions.
For over two decades Richard has worked closely with business owners on all their financial requirements such as corporate pension planning, investment planning, business protection, mitigating tax liabilities and aspects of business exit strategy planning. Richard’s focus is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the short, medium and long term. He strongly believes that face to face advice is the most beneficial for clients.
Outside of work, Richard enjoys swapping his business suit for a wetsuit to relax in the sea and surf around the Anglesey coast with family and friends. Richard is also a long term supporter of his local Scout Group as both a parent helper and Treasurer.
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.
Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.