Richard Thompson
DipPFS
I became a Financial Adviser over 25 years ago having previously served a 12 year Army Officer Commission. Before returning to the role of Financial Adviser in 2016, I had previously held several management and director roles within St. James's Place.
I can offer clients a breadth and depth of knowledge in all areas of financial advice, wealth management and estate planning, built on an open and honest approach, which is based on trust and integrity.
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.
