Richard Davies
Chartered Financial Planner
Richard joined Peter Harding Wealth Management in August 2015 and his focus is always on understanding each client and ensuring their bespoke needs and requirements are discovered, managed and reviewed in the best possible way.
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About
He has worked in the finance industry since 2003 whilst he was still in university. He is a Chartered Financial Planner with the CII and also a Chartered Wealth Manager with the CISI, and has a BSc Hons in Financial Services and a BSc Hons in Business Studies, as he sees the continued benefit of further education for his clients.
Prior to joining Peter Harding Wealth Management Richard has gained valuable experience with both HSBC and Coutts and specialises in investment planning, estate planning and retirement planning. He always aims to become a client's trusted adviser and prides himself on his levels of client satisfaction.
Richard has three young children who happily take up most of his spare time. When he is not with his family, or studying, then he enjoys various sports and has recently started playing golf.
Richard specialises in:
- Investment Planning
- Retirement Planning
- Inheritance Tax and Pension Planning
- General Financial Advice
- Protection Planning
Qualifications:
- BSc Hons Financial Services
- CISI Level 6 Certificate in Private Client Investment Advice & Management (Chartered Institute of Securities & Investment)
- Chartered Institute of Securities & Investment Diploma
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Award in Pensions Update
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
- Passed Advanced Pension Transfer Qualification and qualified to discuss this
- BSc Hons Business Studies
- Investment Management Certificate
- Chartered Wealth Manager
- Chartered Fellow of the CISI
- Chartered Financial Planner
- Chartered Member of the PFS
Office:
- Sherborne
- Shaftesbury
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
