Richard Vessey

Financial Planning Director


Richard’s technical excellence will help you meet your ambitious goals.

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Meet Richard

Richard listens carefully to understand your priorities at every life stage. From working age, to 10 years from retirement, retirement itself, and finally succession and inheritance planning. At each point he can assist you in making the best financial decisions for you.

Richard’s early studies in the sciences drives his passion to understand how things work. This extends to strategic planning for your finances. From the individual parts, he will create a plan that works in harmony to achieve your life goals. He is a Chartered and Certified financial planner, significant professional designations, and his specialisms are protection, investments, pensions and planning around passing on wealth.

Money management can be more art than science. We combine both to provide a robust financial plan you can trust.

Richard Vessey

Financial Planning Director

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We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.

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The value of investments and any income from them can fall and you may get back less than you invested.