“Having meaningful conversations with my clients and arming them with the information they need to make informed choices is really fulfilling.”
- Locations
- London, St. James’s
Richard joined our team as a wealth adviser in 2018. He helps a smaller number of high-net-worth clients with their complex financial planning needs, allowing him to form more personal relationships. These clients are mainly lawyers and accountants, as well as both pre- and post-exit entrepreneurs.
He uses an advice-led approach, prompting his clients to take a holistic view of their goals so that they can determine the best financial plan going forwards. This involves helping them to work out the ‘magic number’ they need to achieve financial freedom.
Richard started his career in 2000, with his role prior to joining RBC Brewin Dolphin being a wealth adviser at Canaccord Genuity Wealth Management where he specialised in advising private clients in the legal and accountancy sectors. He is a chartered member of the Chartered Institute for Securities & Investment and is a Member of the Personal Finance Society, holding his DipPFS through them.