Catherine Richardson
Catherine started her career in financial services based in Germany in 1996, helping soldiers and their families with their finances.
Back in the UK she worked with 2 high Street Banks, finally joining St. James's Place in 2012. Initially running her own successful Partner Practice and most recently working with Navigation Wealth Management, allowing her to spend more time advising and guiding clients with their financial goals.
Specialisms:
About
Head of Family & Vulnerable Clients
Catherine Richardson brings a wealth of experience and a profound empathy for her clients to her role as Head of Family & Vulnerable Clients at Navigation Wealth Management. With a passion for empowering individuals and families to achieve financial security, Catherine leads a dedicated team focused on providing bespoke wealth management solutions for those with unique needs.
Building Lasting Relationships:
Catherine's philosophy centres on building strong, long-term relationships with her clients. She believes in taking the time to understand their individual circumstances, family dynamics, and long-term goals. This in-depth understanding allows her and her team to craft tailor-made financial plans that evolve alongside their clients' changing needs.
Experience and Dedication:
Prior to joining Navigation Wealth Management, Catherine started her career in financial services based in Germany in 1996, helping soldiers and their families with their finances.
Back in the UK she worked with 2 high Street Banks, finally joining St. James's Place in 2012. This experience, coupled with her qualifications in specialist advice in the vulnerable and long-term care field, allows her to provide comprehensive wealth management advice encompassing:
- Intergenerational Wealth Transfer: Developing strategies for smoothly passing on wealth to future generations while minimising inheritance tax liabilities.
- Education Funding: Ensuring families have the resources to support their children and grandchildren's educational aspirations.
- Long-Term Care Planning: Exploring options to manage potential long-term care needs and safeguard financial security in later life.
- Estate Planning: Creating comprehensive estate plans that protect assets and ensure client wishes are carried out after their passing.
- Financial Planning for Vulnerable Clients: Providing specialised support for elderly clients, clients with disabilities, and those experiencing life transitions like divorce or job loss.
A Champion for Vulnerable Clients:
Catherine is a strong advocate for vulnerable clients and is a member of the Financial Vulnerability Task Force, a Dementia Friend and is a fully accredited member of the ‘Society of Later Life Advisers’ (SOLLA). She is dedicated to providing clients with the financial guidance and support they need to navigate financial situations and achieve their long-term goals.
Leading the Way:
Under Catherine's leadership, the Family & Vulnerable Clients Team at Navigation Wealth Management is committed to empowering families and vulnerable clients to achieve financial security and peace of mind.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
