Richard J Mills – Halifax

Wealth Planner

Richard works with both personal and corporate clients. 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 helps clients plan for material things but, more importantly, provides peace of mind with a highly personalised service dealing with all aspects of tax-efficient wealth management, including retirement and investment planning, family and business protection, inheritance tax and trust planning, wills and powers of attorney and the investment solutions to each of these requirements.

Richard lives in Leeds with his fiancée and has two children. He is a Leader with 1st Bardsey Cubs and enjoys any spare time he has, playing golf and walking in the Dales.

Richard’s qualifications include a Level 4 Diploma from the Institute of Financial Planning.

01422 416927 / 07816 644736

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