“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 the team as a wealth director in the summer of 2023. Working in partnership with colleagues across RBC Brewin Dolphin he co-ordinates wealth strategies for high net worth and ultra-high net worth individuals, their families and associated asset holding structures.
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 continues to work closely with many UK resident non domiciled individuals and their advisers, plus many multi-generational families, professionals and entrepreneurs helping them to best plan, manage and deliver on their diverse wealth needs in a modern financial world.
Richard is a chartered fellow of both the Chartered Institute for Securities & Investments and the London Institute of Banking & Finance.