Private Client Manager
Richard joined Courtiers in 2023, following the acquisition of Brunswick Investment Management Limited in November. As Private Client Manager, he helps clients clearly understand and work towards their financial goals and objectives with highly personalised and skilled planning advice.
Background / Experience
With over 30 years of experience as a financial adviser and a Diploma in Financial Planning, Richard started straight out of school in Life and Pensions, moving to be a Broker Consultant and rising to Management. Finally, he struck out to become an Independent Financial Adviser, working for many years alongside accountants providing investment, pension and tax planning advice to high-net-worth individuals
Married with children, grandchildren and dogs, Richard likes to walk his dogs and exercise, trekking along the east Norfolk coast and stomping through woodlands. He’s been an avid Norwich City fan for 56 years– retaining his current stadium seat for 30 of those (not always) rewarding years.