“I have always been interested in people and how their wealth has been accumulated. Some of those people can find finance a worry and I get great satisfaction in taking that away so they can live their lives. One of my first questions is ‘What do you do for fun?’”
Richard is a Director in our Wealth Management team, based out of our Bath office. He helps create bespoke wealth plans for his clients covering tax structures, cashflow management, and overall helping them with their financial security.
He specialises in intergenerational family wealth management and supporting owners of ‘scale up’ growth businesses with issues such as tax planning. He enjoys giving talks to school children as young as eight-years-old, as well as to graduates, about financial wellbeing and the wider industry.
Richard began his financial services career in 2007 as an Investment Assistant at stockbrokers Rowan Dartington. He then joined JM Finn & Co in 2008 as an Investment Manager and came to RBC Brewin Dolphin in 2013. He has a Masters in Wealth Management and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He also holds the Certificate in Advanced Financial Planning.