- London, City
Richard is an Investment Manager and Divisional Director in our London office. He constructs and manages portfolios for private individuals, families, trusts and occasionally corporates. He also 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 on the industry to school children as young as eight-years-old, as well as to graduates.
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.