Richard Polson
DipPFS
As a goal-based financial planner, my emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice to support their goals and their financial needs as they evolve over time. My advice covers all areas of wealth management including, retirement planning, wealth protection, savings, and investment planning. More details are available here
About
I became a financial planner because I have a passion to help people make sense of their finances. I want to take the stress away of financial planning, providing a bespoke holistic service to my clients to make the most of their earned income, build on it and safeguard it for future generations.
In my spare time, I love socialising with my friends, history, watching sport and attempting to play football. I also have a keen interest in responsible investing and how we can achieve greater financial wellbeing.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
