“I believe in the value of financial advice in an increasingly complex world, and I am passionate that clients receive professional advice when they need it.”
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Richard joined the RBC Brewin Dolphin Leeds office in 2008 and is a Regional Financial Planning Manager. He creates financial plans and gives advice to high-net-worth individuals, particularly entrepreneurs. He manages the provision of Financial Planning Services across the Central and North region and is a member of the National Committee guiding the Financial Planning Practice.
He has specialist expertise in unregulated investment schemes and Inheritance Tax efficient investments intended to benefit from Business Property Relief. He also has expert knowledge of pension planning vehicles such as QROPS for overseas pensions and FURBS (Funded Unapproved Retirement Benefits Scheme).
Richard began his financial services career in 1986 at the National Provident Institution and began providing advice at Alexander Clay before being an owner director of Eastwood & Partners Financial Services. He became Client Service Director at Grant Thornton in 1999 prior to joining RBC Brewin Dolphin. He is proud of driving the importance of Financial Planning across the firm and is a Chartered Member of the CISI and a Certified Financial Planner.