Richard joined Brewin Dolphin in 2012 and heads up Birmingham’s five-strong Financial Planning team. As a Senior Financial Planner, he creates tailored plans for a range of high-net-worth private clients. His main specialties are inheritance tax planning, retirement strategies and investments.
He is proud of how he has helped drive the growth, importance and influence of the Financial Planning team in Birmingham. He has over 20 years of experience.
Formerly with Barclays Wealth, he was an Associate Director/Chartered Financial Planner at Smith and Williamson before joining Brewin Dolphin. He is a Fellow of the Personal Finance Society.