Richard started in financial services in 2002 having achieved his BA (Hons) degree. Working with his father Peter, Richard spent a number of years handling the mortgage administration, whilst completing the Financial Planning Certificate (FPC) & Mortgage Advice Qualification (MAQ) with The Chartered Insurance Institute.
In 2007 Richard was appointed an adviser with St. James's Place Wealth Management and began giving face to face advice to clients of Manikam Wealth Management. Since then he has gone on to develop advanced technical knowledge by successfully completing the Diploma in Financial Planning and is working towards Chartered Status.
Specialising in Investment planning, Retirement planning, Corporate and Estate and Trust* planning, Richard helps his clients put into action the financial planning needed in an ever changing environment.
Offering professional advice on managing the potential effects of Inheritance Tax, the focus is to ensure your wealth stays in your family as you want it, in the best possible way.
“Inheritance tax is a ‘voluntary tax’, paid by the estate of individuals who have not made prior provisions”.
His clients consist of business owners, medical professionals and individuals looking to achieve successful financial planning for themselves and their family across the generations.
Richard lives in Essex. He enjoys Kickboxing, Scuba Diving, Cycling and is often taking part in fundraising activities, particularly for the St. James's Place Charitable Foundation.
Since St. James's Place was recommended to me more than 14 years ago, I have always had excellent professional service but given in a very friendly manner. I have invested in many of the range of products/services that have been recommend. These range from providing me with regular income, planning ...
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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.