Richard began his career in the financial services industry as a sales associate with Allied Dunbar, where he met Martin. Before setting up RM Chartered Financial Planners with Martin he held a number of roles in the financial and business world, including General Manager of a local enterprise park.
Richard specialises in personal and corporate tax advice, as well as pre- and post-retirement planning. As well as giving client advice, he is responsible for the strategy of the business as a whole, but he relishes giving client advice and the closeness and culture of the RM team. Outside of work, Richard enjoys following his grown-up sons in their sports, travelling and dining out with friends.
“I want to be known for running a business that is respected and well-regarded by our clients and the community.”
The Partner Practice is an Appointed Representative of and 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.