Principal and Head of the Birmingham office
0121 230 1917

Raised in Walsall, Richard began his work in financial advice in 1995 after having worked for several firms since 1990. He joined PSFM in 2001, qualifying as a Chartered Financial Planner in 2012. As well as providing senior management for our Birmingham office, Richard is a member of the Executive Committee involved in proposition design and development, and also serves as Chair of the Technical Committee.

Richard delivers financial planning in its widest sense for entrepreneurs, professional partners, PLC directors and the independently wealthy, and is a specialist for strategic planning, complex individual pension advice selection and monitoring of fund managers.

Away from work, Richard keeps active with golf, hillwalking, mountain biking with his adrenalin junkie daughter, and enjoying the company of friends over good food and wine.

Other Punter Southall Financial Management Members