Richard is a founding director of Blackstone Moregate with considerable experience in financial services.

Apart from holding the highly sought after chartered status, he is also a qualified member of STEP (the Society of Trust and Estate Practitioners) and a member of Resolution (specialists in pensions and divorce).

He believes in providing a holistic, professional and highly personalised service, which combined with his technical knowledge and 20 years of experience, helps ensure his clients achieve their financial objectives.

Richard also has good working relationships with many accountants and solicitors and is often invited to speak at professional conferences and provide in-house training.

Professional Qualifications

  • G10 Taxation & Trusts
  • G20 Investments
  • G60 Pensions
  • AF3 Pension Planning
  • J04 Pension funding options
  • J05 Pension income options
  • AF5 Financial Planning
  • STEP Financial Services
  • Resolution member for pensions and divorce

Outside of work, Richard focuses on his family and when time allows, enjoys exercise classes, reading and travelling.

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