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Private Wealth Adviser
Starting in the late 90s, Richard worked with Zurich Financial Services in the UK, investigating the mis-selling of private pensions and later with Merchant Investors Assurance.
He then transitioned to retail financing and international investment banking with Lehman Brothers, where he advanced into management roles. Leveraging nearly 30 years of experience, Richard helps families to build comprehensive, multi-jurisdictional financial plans that provide clarity, confidence and a clear roadmap to lasting financial well-being. His focus is making sure that client’s money works as hard as they do by focusing on taxation, investments, and asset protection, ensuring wealth works effectively across generations.
He is recognised for his ability to simplify complex financial concepts in plain, practical language. Valued for his client-centric approach and commitment to helping clients achieve their most important goals, both now and in the future.
Areas of Expertise
Qualifications & Awards
Financial Planning Certificate ( FPC CII)
Regions Covered