Clear Vision.Bespoke Advice for our Clients.
Richard founded RJP Wealth Planning following 28 years with Lloyds Private Banking where he built a wide range of knowledge in all aspects of Financial Planning including 3 years offshore in Jersey looking after ex-patriates.
Richard takes great pride in being a Chartered Wealth Manager and this title demonstrates that he is working at the highest standards in wealth management and the organisation is committed to professionalism and upholding high standards of integrity and ethical behaviour.
Richard takes time to ensure he understands what is important to his clients and how he can help them achieve their goals. His primary aim is to ensure clients can get on with what is important to them and be rest assured that their finances are in good order and being professionally managed. He looks to set up a plan to ensure that they understand how much they have and how much they need to meet their objectives and to ensure they are in an informed position to enjoy their lifestyle and that this is reviewed regularly.
When Richard set up RJP Wealth Planning he was aware clients are looking to work with an adviser who they can trust over the long term. He believes in building long term relationships with his clients on a face to face basis so that he can really understand what is important to them. He looks to provide a first class service and nothing is too much trouble.
Outside of work Richard enjoys most sports and being outdoors, cycling, walking, paddle boarding and spending time away in the Countryside or by the coast.
You can contact Richard on 07563 544723 or by email at