Having read law at Leeds University, Richard qualified as a solicitor advising on tax, trusts, wills, powers of attorney and the administration of estates before specialising in pensions law. With a keen interest in investments and tax mitigation along with generational/succession planning, Richard qualified as an IFA in the mid-90s putting his legal knowledge to effective use when advising clients on meeting their financial planning needs and goals.

Having previously worked within a regional firm of accountants as a Director in its wealth management division, Richard has also worked for national IFA firms at a senior level. He has previously run his own business in the sector and retains a wealth of experience, specialising in core financial planning areas when advising individuals, the self-employed, companies and trustees.

Outside of work, Richard is an obsessed ‘Toon’ fan and enthusiastic (if frustrated) golfer as well as an avid ‘foodie’ (both eating and cooking and contributing to Tripadvisor on numerous occasions).