Partner Practice of St. James's Place Wealth Management
Graduating from Manchester Metropolitan University in 2005 with a BA Honours degree in business studies, Richard cites a long term interest in business and economics as setting him on a path towards working in financial services. “My course at Uni was a four year sandwich course, with a year spent working for Glasdon Manufacturing on the Lancashire coast. The company manufacture plastic modular buildings and street furniture and whilst on my year there I worked on a major project for Toyota, which gave me great experience across the spectrum of finance and business management.”
After graduating Richard worked in retail sales, before joining Lloyds Banking Group and studying for qualifications in financial planning and moving on to Santander. At Santander Richard had responsibilities for client’s personal banking – finding his earlier retail experience valuable – whilst continuing to study and gain further qualifications in financial planning. In 2013 he joined Bright in pursuit of his long term ambitions in the sector. Although already Diploma qualified Richard has continued his exams in financial planning and attained Chartered Financial Planner status in 2015.
Richard’s passion is golf, a passion stemming from family history, with his grandfather once being Captain of Royal Lytham & St. Anne’s, where he himself used to be a member. Now he likes to play at different courses around the country – but only, he says, “When Manchester United don’t have a game. I can’t do both things at the same time!”
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.