Richard’s entire professional career has been in finance. He has 30 years’ experience working with large financial institutions, developing investment strategies and advising clients about their financial planning. His clientele are high earning London professionals with busy lives and Richard partners with his clients to implement investment and wealth decisions.
After graduating from Imperial College London, Richard experienced 8 years in various financial roles at JPMorgan. As a graduate of their management trainee program, Richard gained a wide range of business experience working within the investment bank and fund management group.
Richard joined Vie International over 20 years ago and has a deep understanding of client investment solutions as well as using life insurance to mitigate inheritance tax. He enjoys designing investment and planning solutions for clients with exposure to US and UK tax.
In the UK, Richard is a Chartered Financial Planner and a Fellow of the Personal Finance Society, FPFS. He holds the Chartered Wealth Manager designation from the Chartered Institute for Securities and Investments. In the US, Richard is an Investment Adviser Representative, IAR with M Holdings Securities, Inc regulated by the SEC. Richard graduated from Imperial College London with a degree in Mathematics and Management Science BSc.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and/or person on the UK’s Financial Services Register here.
Securities and investment advisory services offered through M Holdings Securities Inc, a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC in the US. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck here and the SEC here.
Vie International is licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882.
Vie International is independently owned and operated.
