0330 038 8941
Based in Halifax
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FCA status: Certified by Firm
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
Last checked: 02 April 2025
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
Recent Client Reviews
Richard has not received any client reviews in the past 12 months
Richard has not received any reviews in the last 12 months
Richard has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Richard has not yet added their qualifications to their profile
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Richard has not yet added their qualifications to their profile
Transparent Fees
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Richard has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
Last checked: 02 April 2025
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
Recent Client Reviews
Richard has not received any client reviews in the past 12 months
Richard has not received any reviews in the last 12 months
Richard has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Richard has not yet added their qualifications to their profile
Qualifications not yet added
Richard has not yet added their qualifications to their profile
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
I work with both personal and corporate clients and have been a financial planner since 1989. Along with my colleague Paul Smith, who I have worked alongside since 2006, w have built strong, long-standing relationships with our clients through mutual trust and respect. I help clients plan for material things but, more importantly, provides peace of mind with a highly personalized service dealing with all aspects of tax-efficient wealth management, including retirement and investment planning, family and business protection, inheritance tax and trust planning, wills and powers of attorney and the investment solutions to each of these requirements. I live in Leeds with my fiancee and have two children. In my spare time I enjoy playing golf, watching football and walking in the Lakes & Dales. My qualifications include a Level 4 Diploma from the Institute of Financial Planning.
Offers available through VouchedFor
Contact Richard through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Richard's clients
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.