Richard is a Solicitor and Managing Director of The Legal Brokerage. In 1996 he completed the Chartered Insurance Institute’s (CII) Financial Planning Certificate which, with his legal qualifications, provided automatic status as a Qualified Person under the Solicitors’ Investment Business Rules. Richard subsequently sat on The Law Society Financial and Investment Working Party.
As a member of Solicitors for the Elderly, Richard maintains a keen interest in all financial matters that affect people as they become older and he specialises in Inheritance Tax Planning.
Richard worked as the Managing Partner of a West London Law Firm before setting up The Legal Brokerage with David Wheildon. Today he takes overall responsibility for running the business and works closely with our professional contacts to develop areas of mutual interest.
Away from work, Richard enjoys a variety of sports and in the summer months feels there is nothing better than spending time on the water around Poole and the surrounding coast.
Contact Richard at: firstname.lastname@example.org