0330 038 8938
Based in Westerham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2021
4.9 out of 5
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FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 October 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Richard has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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Last checked: 18 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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After 18 years in the financial markets, I decided to follow a new career path in financial planning, making use of the extensive financial knowledge and experiences gained during this time. In 2019 I participated in the St. James's Place Academy programme and gained the Dip (PFS) accreditation. I aim to provide clients with a personalised and holistic approach to financial planning. By doing so I hope to be able to deliver peace of mind to my clients that they are in the best position possible now and in the future. Building long-term relationships built on mutual trust and respect is vital and allows for sudden, major, life events to be incorporated within any plan. Past experience: • Worked at Landesbank Berlin • Worked for multiple global event-driven hedge funds; Osmium Capital Management and Omni Special Situations Fund • Co-founded a hedge fund startup, including marketing and incorporation; 64 West Partners • Extensive knowledge of Investment Trusts & Corporate Actions In my spare time, I play hockey, cycle, run and enjoy travel. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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 11/02/2025