Professionally
Richard has worked in financial services since 2002, initially spending 10 years advising within private banking and then becoming a Chartered Financial Planner.
Specialising in retirement and estate planning, he enjoys building lasting trusted relationships and helping individuals meet their long-term goals and objectives.
He is skilled and talented to simplify complex arrangements to ensure individuals can maximise their overall benefits, exemptions, allowances, and investments through sensible planning, while consistently adapting to their ongoing needs and legislative changes.
- Retirement advice
- Estate planning
- Fellow of the Personal Finance Society (FPFS)
- Advanced Diploma in Regulated Financial Planning (APFS)
Personally
Outside of work, Richard has been Chair of Bedford Swim Squad since 2021, the premier competitive swimming club in Bedfordshire (County, Regional, and National Champions).
He regularly manages the team at Open Meets and Championships and has organised two overseas training camps in Cyprus over the last couple of years.
Richard in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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