Diploma in Financial Planning (DipPFS)
Richard has worked as a Wealth Planner since 1989 and since 2015 with Succession. Richard and his colleague Paul Smith, whom he has worked alongside since 2006, have built strong, long-standing relationships with their clients through mutual trust and respect.
"Richard lives in Leeds with his fiancée and has two children. He enjoys any spare time he has, playing golf and walking in the Dales and Lakes."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.