Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Richard Essex

Independent Financial Adviser

I am an Independent financial adviser with over 30 years’ experience.

I also specialise in providing advice and education for individuals who wish to invest, and at the same time, make a positive contribution to the wider environment. I have been a leading light in helping to promote sustainable investment, having previously sat on the Steering Committee of the Ethical Investment Association. I am also the author of ‘Invest Feel Good Make a Difference’ a book aimed at providing a layman’s guide to sustainable investing.

Many of my clients have been with me a long time, and therefore building a trusted and long-term relationships is key to what I do.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Epsom

Covers

Surrey, Greater London

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Epsom

Covers

Surrey, Greater London

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