“The idea of removing worry from my clients’ lives is where I get the biggest kick. When you deal with someone who has never invested before and then see them five years down the line happy and comfortable it’s very rewarding.”
Richard constructs and manages the portfolios of a range of private clients with a particular focus on business owners, helping them to understand their personal wealth, manage corporate investments, develop a plan for the future and navigate funding and exit decisions.
He works closely with Manchester’s Financial Planning team and a network of professional contacts to provide the best service and add value for his clients. He is also Manchester’s Head of Growth, leading the office’s efforts to develop new business.
Richard began his career in financial services at RBC Brewin Dolphin in the Newcastle Operations team in 2001 as a graduate before moving to Manchester in 2004 and working towards a client advice role. A Chartered Fellow through the Chartered Institute for Securities & Investment (CISI), he is a former President of the CISI in Manchester.