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Based in Newcastle
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Richard specialises in helping clients achieve their objectives and ensuring they are able to live the life they want without the fear of running out of money. He does this by listening to clients, asking intelligent questions and assisting them in making smart decisions. Under Richard’s stewardship DJH Wealth challenges conventional thinking and inspires clients to take action. Richard is an authority on financial planning and investment consulting. Richard works for business owners, individuals, their families and trustees. When clients engage with Richard they achieve their goals, reduce tax and have a successful investment experience. Richard has been in the financial services sector since 1998. After qualifying at Mercer HR Consulting, where he worked for 8 years helping to deliver financial planning strategy to senior executives, business owners and wealthy private individuals, he joined DJH Wealth in 2006. Richard is an Associate of the Institute of Financial Planning and holds a number of advanced level qualifications covering areas such as taxation, trusts, personal investment and pensions. Richard has also achieved a Diploma in Financial Planning (Dip PFS) qualification from the Chartered Insurance Institute. Richard is married to Kate. He has 2 children, Tilly and Jack, and enjoys all aspects of family life. Richard is a keen sportsman and plays golf and football regularly. He has previously been competitive in badminton, volleyball and triathlons.
£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).
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