Richard has provided financial planning advice to my clients for a number of years. He will provide nothing but the optimal advice for any client, delivered with detailed thought and genuine care. Best client outcome is always his top priority and his outstanding technical knowledge means he delivers this each time.

I worked at Rathbones in Richard’s financial planning team, and found Richard to be an exceptional colleague. Richard is detailed, personable, and consistently delivers an excellent service for his clients. I would highly recommend Richard’s services to anyone seeking high quality financial advice. I feel fortunate to have gained experience in the financial planning sector while learning from someone as professional as Richard.

I have known and worked with Richard for many years across 2 different employers. He is an exceptional Financial Planner that does everything to the highest standard.

Richard is very personable, hard working and transparent. If he says he will do something he will follow that through.

One of the most trusted advisors I know.

Richard is an excellent financial planner. He is extremely knowledgeable, has great attention to detail, honest to a fault, and someone who genuinely cares about his clients and peers alike. I have had the pleasure of working and knowing Richard for the best part of a decade and trust that he would provide a first class service for anyone I would put his way.

I had the pleasure of working alongside Richard, and his technical expertise and genuine care for clients always stood out. He has a rare ability to navigate complex planning with clarity and calm, and consistently puts clients’ needs first. Richard is someone you trust instantly — knowledgeable, thoughtful, and exceptionally professional.