Richard is Head of the Financial Planning team in Yorkshire. Although spending much of his time directly working with clients he also oversees a number of offices in the surrounding region and sits on the firm’s Financial Planning Management Group.
Richard joined Brewin Dolphin in 2008 as a Divisional Director having transferred his team of advisers from a major international firm of accountants.
Richard has been in the industry for over 28 years and has 22 years’ experience of directly advising clients on a range of financial matters. He and his team deal with a number of different clients including private individuals and companies but he has particular experience of the issues relating to entrepreneurs and business owners either as partnerships or limited companies. He is frequently quoted in the press particularly on the ever changing pensions regulations.
He promotes a holistic approach to advice focusing on a client’s specific needs over the long and short term and how to meet them via a range of solutions. This involves a wide range of different approaches and products covering the whole spectrum of investment, pension and protection options but specifically seeking to find the most tax efficient solution overall.
0113 241 0173