Richard Newhams

Chartered Financial Planner, Chartered Wealth Manager


Richard has nearly twenty years’ experience in the Finance industry. He began his professional career as a Financial Adviser before moving to a career in Banking with JPMorgan, where he worked for almost 8 years. 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.

While at Vie International, Richard has developed a deep understanding of life insurance and annuity solutions for US Taxpayers. He also enjoys designing investment 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 also holds the Chartered Wealth Manager designation from the Chartered Institute for Securities and Investments. In the US, Richard is a Registered Investment Adviser and is studying towards the Chartered Financial Consultant (ChFC) advanced financial planning designation. 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.

Securities offered through M Holdings Securities Inc, a Registered Broker/Dealer, Member FINRA/SIPC in the US. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.