Richard has been in the Financial Services Industry since 1981. His wealth of experience and commitment to providing financial solutions that deliver against the needs and objectives of our clients have earned him a reputation for client service excellence.
As one of the key principals of Augustine, Richard works closely with our Financial Planners and support staff to develop the business and build on the trust and loyalty he enjoys with all our clients. He specialises in inter-generation financial planning for families including advising on and acting as a trustee for family trusts and estate planning. He has also gained a wealth of knowledge in dealing with financial planning for non-UK domiciled individuals and families.
Richard is a member of the Personal Finance Society. He gained the Chartered Insurance Institute (CII) Advanced Financial Planning Certificate (Dip PFS) in 1996. Richard also holds the Pensions Management Institute Financial Adviser Certificate in Trustee Pensions Knowledge and has worked with pension trustees for many years.
Away from work Richard enjoys a variety of sporting activities including golf and rugby and he can occasionally also be found riding his vintage motorcycle on sunny weekends.