I have joined the Vision team having established myself over 28 years with Lloyds Private Banking, providing all round financial planning with my clients as a Private Banking Manager.
I have the Diploma in Financial Planning and have also achieved Chartered Wealth Manager Status through the Chartered Insitute for Securities and Investment.
I have a broad range of knowledge and have worked as an IFA in Jersey, dealing with expatriates in Europe, managing clients portfolios directly and dealing with Trusts and Wills. The time is now right for me to move to an independent status.
I am very aware that clients are looking to work with an adviser who they can trust over the long term. I believe in building long term relationships with clients on a face to face basis so that I can really understand what is important to them.
I feel there has been a tendency over the last few years to provide a one size fits all type of arrangement. However, from my experience with clients this is not always what the client needs or wants and it is important to meet each and every clients’ individual objectives as far as possible.
The reason for moving independent is so that I can offer this through the whole marketplace and meet individual client needs.
You can contact me on 07563544723 or email
‘Richard takes time to understand our plans and has supported us to formulate a cohesive plan as we approach retirement, We have been happy to already recommend Richard to friends and family.’
‘Richard has been outstanding. The service he has provided has been relevant and bespoke to my needs. Nothing is too much trouble and in my view he goes over and above his role, helping me with many financial matters. A real star and asset!’
‘Richard and I have a very good working relationship. I feel I can contact him at anytime outside the formal review meeting.’