Principal, Financial Planning
0121 230 1917

Raised in the Midlands, Richard began providing financial advice in 1995. He joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2001 and qualified as a Chartered Financial Planner in 2012. Richard delivers strategic planning for wealthy clients, including complex individual pension advice and the selection and monitoring of fund managers. He is regularly required to work hand-in-hand with other professionals such as Private Client Lawyers, Personal Tax Advisers, and Fund Managers, to design and deliver robust solutions. Away from work, Richard keeps active with golf, hillwalking, mountain biking with his adrenaline junkie daughter, and enjoying the company of friends over good food and wine.

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