Richard Wood

Richard resides in Warwick and covers the Midlands, the M40 corridor and North London, but has clients all over the UK.

After leaving university at age 21 in 1998, Richard became a financial adviser and has seen many positive changes in the financial services industry. He has worked in business development, company and private client advisory and private banking. However, he has worked as an Independent Financial Adviser for most of that time. This means that he can select solutions from across the marketplace, tailoring his service to the diverse needs of his clients. He specialises in private client work, including helping trustees, but he is equally comfortable advising businesses.

Richard strives to help his clients navigate an ever more complex financial landscape and hope to improve their overall position regarding their retirement, investment, protection, and succession planning needs, as well as helping his clients pass their wealth onto the next generation intact as much as possible.

All clients are different, but he aims to provide a personalised and personable service to each one.

He is keen to work with professionals and help their clients achieve their goals.