“Every client’s background story and requirements are a unique reflection of their own challenges and successes. I firmly believe in taking the time and care to build an understanding of those intricacies in order to find the best solutions for their immediate needs and importantly, to work with them on a future plan for peace of mind, well-being and long-term financial stability.”
- Locations
- London, St. James’s
Richard joined RBC Brewin Dolphin as a wealth director in the summer of 2023 and leads a relationship team based in St James’s. He works in partnership with colleagues across the RBC group to co-ordinate wealth strategies for high net worth and ultra-high net worth individuals, their families and associated asset holding structures.
Richard’s work often includes international and multi-generational families, professionals and entrepreneurs helping them to best plan, manage and deliver on their diverse wealth needs in a modern financial world.
Prior to joining, Richard accumulated over 27 years of industry experience covering roles in operations, credit, wealth management and has held senior positions on client facing teams.
Richard is a chartered fellow of both the Chartered Institute for Securities & Investments and the London Institute of Banking & Finance.