Richard Nicholson

CFP Chartered MSCI
Wealth Planner

Richard is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities & Investment. A graduate of Durham University, he has 18 years experience of helping clients to realise their desired lifestyle, whilst protecting wealth for future generations.

Richard is also a member of STEP and has advanced qualifications in Tax and Trusts, Portfolio Management and Pensions, including Pension Transfers.

An avid Everton fan, Richard also plays cricket for Cheadle CC. He is married to Felicity, has a daughter, Cara and lives in Manchester.

01244 886886 / 07908 150 726

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