Richard

James has worked with Richard for more than 20 years, helping him to use his capital to live comfortably and achieve his goals.

Richard first came to James needing advice on how to manage a small inheritance. He wasn’t confident about the best course of action, or how to invest. As well as this, he wanted to become more financially organised.

To suit Richard’s cautious approach, James recommended a mix of balanced investments and ISAs, so the savings could work hard without the need for regular management. Thanks to James’ innovative plan, Richard now lives with confidence that his money is secure and he is working towards paying off his mortgage and paying more into his pension.

Reflecting on our advice, Richard said: “I’m very happy with James’ thoughtful approach. It got me organised financially and inspires confidence that my savings are in the right hands”.