Richard Bates

Wealth Planner

Richard is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the Chartered Insurance Institute. In addition, he is also an Affiliate Member of the Society of Trust & Estate Practitioners and to date, has built up 17 years worth of experience working in Financial Services.

Richard takes the time to listen to what and who is important, before using this information to create a bespoke financial plan designed to compliment his clients desired lifestyle.

He is adept at communicating complex situations in plain English and aided by Succession’s state of the art Cash Flow Modelling software, is able to present a clear visualisation of his clients future financial position, based on the decisions they expect to take in life.

Richard lives in Sheffield with his young family, is a keen golfer and an avid Sheffield Wednesday fan.

07817 031571

Not who you are looking for?