Senior Partner Practice of St. James's Place Wealth Management
Richard joined Bright Wealth Management in 2013. His previous roles at Lloyds Bank and Santander laid the foundations for his role as Financial Adviser. Richard is continuing to develop his client portfolio. By building strong relationships with his clients, Richard is able to gain a clear understanding of an individual’s financial requirements and offers quality advice for their long-term needs.
His continuing drive to develop saw him attain Chartered Financial Planner Status in 2015.
Richard specialises in all areas of financial planning, including investment planning, retirement planning, personal protection and inheritance tax planning. He also works with business owners on all their financial requirements, such as corporate pensions, mitigating tax liabilities and aspects of business exit strategy planning.
Outside of work Richard enjoys playing golf and is a Manchester United Fan.
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/about-st-james-place/our-business/our-products-and-services. 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.