Richard Skinner Financial Planning Ltd
Richard Skinner
DipPFS CIOBS
It is my personal goal to help all of my clients plan holistically, considering everything from helping to protect their families/businesses, to aim for superior returns on their investments and pensions, to asset protection and tax mitigation. In simple terms, ’Holistic Wealth Management Planning’, which is tailored for the clients in question based on current Government legislation.
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.
About
Richard Skinner is Founder and Managing Director of Richard Skinner Financial Planning Ltd and is responsible for meeting with clients and providing Wealth Management advice.
Richard has worked in Financial Services for over 25 years in which time he has undertaken a significant number of qualifications, the most recent one he achieved in 2011 was the “Diploma in Investment Planning” awarded by the Chartered Institute of Bankers in Scotland and he is currently studying towards becoming a “Chartered Financial Planner”, which is the highest external qualification that exists in his field.
Prior to being invited to join St. James's Place, Richard had a successful career working for Barclays Bank Plc covering the Merseyside and South Lancashire areas.
Richard places a strong emphasis on his Personal Development and prides himself on his personal relationships with his clients.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/06/2022
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.
