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Richard is a Founding Partner and Director of Liberty Partnership, a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has worked with many of his clients for more than 20 years, advising across pensions, investments and estate planning while building relationships that often extend across generations.

Richard is passionate about Liberty Partnership, its clients and the team of people who look after them. At the heart of his approach is a simple belief: good financial planning should enable people to make the most of their money and, more importantly, the life that money can help them enjoy.

For Richard, this means taking the time to understand what truly matters to each client—their ambitions, family, desired lifestyle and plans for the future. His aim is to give clients the clarity and confidence to make informed financial decisions throughout their lives, while helping them prepare for and enjoy a fulfilling and financially secure retirement.

Alongside his Chartered status and Fellowship of the Personal Finance Society, Richard is an affiliate of the Society of Trust and Estate Practitioners and a member of the Society of Will Writers. He also holds the Chartered Insurance Institute’s CF8 qualification in Long-Term Care Insurance and has extensive knowledge of estate planning, including inheritance tax planning, Wills, Trusts and Lasting Powers of Attorney.

Away from work, Richard lives with his wife, Sam, in the Deepings, where he has spent his whole life and remains closely connected to the local community. Family is incredibly important to them both and, with their children now grown up, they particularly enjoy spending time with their grandchildren.

Richard and Sam share a passion for travelling and exploring new places. Closer to home, Richard enjoys gardening and keeping active at the gym.