Richard began his career in Financial Advice with us at Hadlow Edwards in 2019. Rich is an expert in advising families around investment and pension planning with inheritance tax and trust planning being his specialism. Over his career he has tailored invaluable solutions to individuals, business owners, and executives, including investment planning, retirement planning, protection, and estate planning.
Trusts are not regulated by the Financial Conduct Authority.
Experienced in advising clients, Rich aims to provide you with clarity in a world full of jargon through a holistic approach to financial planning and wealth management. Understanding your personal circumstances and building long-term relationships is at the core of Rich's outlook, and by understanding that no two clients are the same, he listens to client's goals and objectives, and supports them in achieving their ambitions through considered financial strategies.
When Rich isn't working towards your financial goals, he can be found enjoying watching the football or golf, skiing, and spending time with his wife and their two kids - not forgetting his two wild dogs, Lola and Stevie!
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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.