Accession

Richard entered the financial services profession in 2004 as a Graduate Trainee at NFU Mutual, becoming a qualified Adviser in 2005. Whilst there, he undertook an MBA at Warwick University, before founding Oundle Wealth Management in 2012. He is a Chartered Financial Planner, and a Fellow of the Personal Finance Society.

In recent years, Richard has won two National awards. In 2021 he was named St. James's Place’s Chartered Planner of the year, following being named as the Personal Finance Society’s Investment Specialist of the year in 2019/20.