After 5 years in this combined role, he decided to focus on financial advice rather than investment management and over a further 2 years he studied for and achieved Chartered Financial Planner status in 2015.

Following that decision, he was for 6 years an Independent Financial Adviser and a senior member of the Personal Financial Planning team within the largest Chartered Accountants in the South West, where he headed the team in its Plymouth Office.

Following that, and prior to joining Centurion in January 2023, he spent 3 years as a Financial Planning Director in the Exeter Office of a major Global Wealth Manager & Private Bank. One of his key objectives in joining Centurion was a return to the Independent Financial Advice Sector and regaining his freedom to recommend a wider range of investments and regulated financial products.

Richard enjoys really getting to know his clients extremely well. He has developed a lot of experience in advising business owners, professional people and retirees who have often amassed significant wealth and have complex financial planning needs. He is very focused on helping people understand, clarify and quantify their objectives and in developing long term plans to optimise their wealth so they have the best possible chance of achieving their financial goals.

He lives in Sidmouth with his wife. In his spare time he is an avid supporter and season ticket holder of Exeter Chiefs Rugby club. He also enjoys walking, particularly along Devon and Cornwall’s coastal paths.