About Richard
Richard is an experienced professional with over 25 years of experience in both personal and business financial planning, developing bespoke strategies to help clients to achieve their financial objectives and ambitions.
For over two decades Richard has worked closely with business owners on all their financial requirements such as corporate pension planning, investment planning, business protection, mitigating tax liabilities and aspects of business exit strategy planning. Richard’s focus is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the short, medium and long term. He strongly believes that face to face advice is the most beneficial for clients.
Outside of work, Richard enjoys swapping his business suit for a wetsuit to relax in the sea and surf around the Anglesey coast with family and friends. Richard is also a long term supporter of his local Scout Group as both a parent helper and Treasurer.