Richard McKeown

My career in financial services began over 17 years ago. Starting out as a mortgage adviser with HSBC in the Liverpool City branch I soon progressed and made the well trodden path from Liverpool to Hong Kong to work for the offshore side of the bank. There I attained my financial adviser exams, for both UK and Hong Kong, learnt lots in the financially savvy city, and developed myself both personally and professionally until I grew to manage the High Net Worth portfolio of Hong Kong and Singapore based expatriates in my latter years After 6 years in Hong Kong I decided to make the return to the UK to set up on a self-employed basis through Sovereign Wealth Private Clients - based in Leeds though covering all of the UK. Whilst I advise on the full spectrum of financial services, from Pensions, Savings, Investments and Insurance, I am a qualified as a "Pension Expert" which means I am licensed to provide advice within the complex area of Defined Benefit/Final Salary Pensions. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 29/07/2025