Skip to main content

Clear Vision.Bespoke Advice for our Clients.

Richard Pook

Richard Pook

DipPFS, Chartered Wealth Manager,
Independent Financial Adviser

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.


Richard is an excellent and trusted adviser. He has been working with my wife and I over a number of years to ensure and reassure that our assets are well placed and invested appropriately to give us peace of mind. I value his advice and support.
I have a good working relationship with Richard. He keeps in touch and updates me on changes, as well as ensuring I have the correct portfolio for my needs. I use another provider as well, but Richard is significantly more proactive in his approach to me.
Richard has provided us with the very in depth and comprehensive advice since we have worked with him, 5 years. He is always available for questions and provides information in a clear and understandable way. Richard is certainly a consummate professional, and is always up to date on changes, and we have recommended him to a number of friends and family with total confidence.

External Link

You are about to leave the website of RJP Wealth Planning Ltd and view the content of an external website. RJP Wealth Planning Ltd cannot be held responsible for the content of external websites.

Click the Continue button to visit