I am a fully qualified financial planner with 26 years experience in the financial services industry.
In this time I have gained considerable knowledge in all areas of financial advice and have helped a wide range of clients. I am passionate about delivering a friendly, high level of customer service and to develop long term trusting relationships. I also fully understand that every client has different objectives and my focus therefore is to always deliver solutions that meet their individual needs.
I highly recommend STW Wealth Management as my wife and I have had to deal not only with our own financial planning but also the estate of my father-in-law due to his recent passing. We cannot praise Richard enough for his help and guidance in assisting us and my mother-in-law to find the best inve...
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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.