James Richards
Financial Adviser
Kent
James has worked in the financial services profession since 1987 and qualified as a Chartered financial planner in 2013. He uses his knowledge and experience to help clients on their journey to plan for their financial objectives and prides himself on building long-term and trusted relationships. James uses innovative thinking to solve complex situations that may arise, always ensuring the best outcomes for his clients and providing effective and simple solutions. In his spare time, James enjoys swimming and playing guitar.
“James has been my financial adviser for many years now and I have always found him to be attentive, informative and helpful. He never seems to resent the silliest of questions, something I have very much appreciated. Of course, over the years my needs have changed. More recently James has helped me begin to address the issues and possibilities relating to inheritance planning. His advice has been invaluable and has led to an investment with one particular company. Before making the investment James worked hard to ensure that I was fully aware of not only the benefits but particularly, too, the risks of making such an investment. He made sure I had fully understood and still today I feel very relaxed about it, its purpose, benefits, and risks.”
- Jennifer, London