Richard Read

Richard’s 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.

Richard 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.

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