Richard joined Sanlam in 2021. His previous experience includes providing specialist offshore advice to expat clients in the Middle East and most recently managing portfolios for High Net Worth clients at HSBC Private Bank.
Richard is a Chartered Member of the Chartered Institute for Securities and Investments. He works closely with our Portfolio Managers within the Harrogate office to ensure our client’s wealth is structured in line with their financial goals and objectives. Richard has a particular interest in Estate and Succession planning.
A Yorkshireman born and bred, out of work Richard enjoys sports, including watching his beloved Sheffield Wednesday. He also enjoys visits to the Yorkshire Dales and the coast with his wife Rebecca and their two young children.