Founder and Principal Partner
Richard retired from the Army as a Captain in 1987, and joined Hill Samuel where he was promoted to Regional Director in charge of the Yorkshire Offices in 1990. In 1991 he was invited to become a Founder Member of St. James’s Place, and has now been promoted to Principal Partner in recognition of both his length of service and funds under management with the group.
Richard holds the Advanced Financial Planning Certificate specialising in all forms of personal and Trust taxation, along with investment planning, asset allocation decisions, and income generation from capital. He is primarily responsible for designing the wealth management strategy for private clients and ensuring its implementation.
Richard lives at Lingcroft Grange with his wife Helen to whom he has been married for 20 years and he has three children, Oliver, Freddie and Isabelle. He enjoys all sports and has managed to create time in recent years to climb both Mont Blanc and The Matterhorn.
*Trusts are not regulated by the Financial Conduct Authority.