Richard Marshall.

Richard believes in building strong, personal connections with his clients, which enables him to better understand their unique needs and goals. This approach has helped him establish long-lasting relationships and has been key to his success in helping clients grow and manage their wealth effectively.

Richard holds the CII Diploma in Financial Advice, a testament to his commitment to maintaining a high standard of professional knowledge. He is also a member of the CISI, preparing to further enhance his qualifications by studying for the Private Client Investment Advice and Management exam, demonstrating his ongoing dedication to professional development.

Originally from Beverley in East Yorkshire, Richard studied at Beverley Grammar School, laying the foundation for his future career in financial consulting. Richard has two grown-up children, who are a significant part of his life.

In his spare time, Richard enjoys a variety of activities that keep him active and engaged. He has a passion for football (as a spectator!), and regularly goes to the gym to maintain his fitness. Additionally, he finds relaxation and enjoyment in fishing, a hobby that allows him to unwind and appreciate the tranquility of nature.