Richard Marshall
CAIFS FPFS, Chartered Financial Planner
I am Chartered Associate of The Institute of Financial Services, in 2018 I was also elected a Fellow of The Personal Finance Society.
About
I live in South Lincolnshire with my wife and two children.
Prior to being invited to join the prestigious St. James's Place business, my career had been with the HSBC organisation from 1987. Whilst having spent some years in the retail and branch management operations, the majority of my time was been spent with the Private Client and Commercial Banking teams.
I gained a tremendous insight into the day to day needs of Commercial Clients when carrying out the roles of Commercial Banking Manager and Senior Commercial Financial Adviser. As a result I very much enjoy providing bespoke holistic financial planning advice to business owners, their families and their key staff.
Having also previously carried out a Private Client Manager role, I am well versed in the needs of private individuals when it comes to their planning needs -helping them assess and reassess their planning needs through their lifecycles in a straightforward manner.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service. It has also resulted in many personal recommendations.
Outside of my business, I enjoy watching live music and sport (particularly motor sport and football).
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.
Click on the accreditations for more information
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.
