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Please feel free to get in touch

Our Wealth Planners

Richard Vessey

Wealth Planning Director

Qualifications:

APFS, CFPCM

Biog:

I began working within Financial Services in 2001 in a financial planning role with Barclays. After a few years I moved to the accountancy firm, BDO, within their financial planning department and after a further five years, I moved to my current position in 2010 with a company that was subsequently acquired by Sanlam.

I’m both a Chartered and Certified Financial Planner with experience across the spectrum of personal financial planning. I spend my time working with new and long-standing clients to determine their overall objectives and explore the best solutions to achieve them.

Whilst I have a Masters Degree in Physics and Astronomy from Durham University, a career as a Financial Planner was a natural fit for someone with a head for figures and who, originally hailing from Yorkshire, could be described as being “careful” with money.

Contact:

getintouch@sanlam.co.uk

Testimonials:

Richard Vessey

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.