Chartered Financial Planner and Certified Financial Planner
Chartered Wealth Manager (CISI)
Certified Financial Planner (CISI)
Pension Transfers (AF7)
Richard has worked as a financial planner for the last 20 years and joined Succession in 2015. He has specialist qualifications in tax and trusts, pension and investment portfolio planning. He enjoys helping clients plan their retirement and protect their wealth for future generations.
"I continue to play cricket for Cheadle CC but am now also making a transfer to golf at Sale GC. I am married to Felicity with two children, Cara and William."
Book a meeting
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.