Richard Thompson
DipPFS
With over 25 years of experience as a Financial Adviser and a previous 12-year commission as an Army Officer, I bring a unique blend of discipline, leadership and financial expertise to my clients. Prior to resuming my role as a Financial Adviser in 2016, I held a number of senior management and director positions within St. James's Place, further deepening my understanding of the industry.
I offer clients a comprehensive range of advice across all areas of financial planning, wealth management and estate planning. My approach is open and honest, built on the core values of trust, integrity and long-term relationships.
About
Richard specialises in all areas of investment planning and estate planning and has been in Financial Services for over 25 years. For the last 10 years he has been advising individuals, families, business owners and trustees. His honesty and refreshing approach when dealing with clients has allowed him to establish a solid relationship business which is built on recommendations.
Richard never loses sight of the fact his clients are his business and he will ensure he develops a strategy which works with them through regular meetings, in order to keep abreast of their circumstances and financial needs. By maintaining regular contact, he is able to develop an honest and strong relationship to provide a legacy for future generations.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
