Senior Partner Practice of St. James's Place Wealth Management
Richard has spent over 20 years working closely with clients building trusted relationships that enable him to support their objectives.
Richard offers a wealth management service based on trust and long-term focus, he advises clients on strategies that are consistent with their needs and ensures that their portfolios consistently match their objectives.
Richard specialises in the unique challenges faced by people in:
Looking at ways to retire comfortably
Savings & investment planning
Seeking to reduce the amount of tax they pay
Providing or protecting an inheritance
Planning for their children’s futures
Running a business
Selling a business
By understanding what the client is looking to achieve together Richard can help formulate a plan that sits alongside the clients core values.
Long-term financial planning is more important than ever, this means that Clients benefit from having someone they trust to guide them through changes in legislation and work alongside them for the years ahead.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.