Equity Partner, Richard is Head of Wealth Management for the firm and also sits on the Executive Committee.
He has over 23 years’ experience in the financial world and now in his twentieth year with Pearson Solicitors and Financial Advisers.
Now in his tenth year as Partner, Richard was the first Independent Financial Adviser in the country to become a Partner of a law firm making Pearson Solicitors and Financial Advisers one of the few multi-disciplinary practices around.
Richard is a member of the Personal Finance Society and the Chartered Insurance Institute. He has a strong knowledge of tax, trust and estate planning and works closely with clients of the wills, probate, trusts and tax teams ensuring their individual objectives are comprehensively understood and met.
Married with three sons and two dogs, Richard is a fitness fanatic: he enjoys CrossFit and can be found training at 6 o’clock every morning. He encourages his sons to keep active too - the younger ones CrossFit with him whilst he’s started snowboarding with his elder son this year.
Richard loves both sides of his job. He enjoys the responsibility of running a business with nearly £5m turnover and 75 staff and also loves the opportunity to meet clients face to face helping them with their financial planning aspirations.
Whether you’ve inherited a capital sum, received a large compensation payment, sold your business, planning for retirement or in need of inheritance tax planning, Richard can advise.
In my role I enjoy the individual process of getting someone to where they want to be, analysing their goals and aspirations and helping realise them.