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Richard Mikdadi Financial planning
Managing Partner, Financial Planning

Richard Mikdadi

Financial planning

Areas of expertise

Richard specialises in:

Twenty years experience advising clients on a range of financial decisions, including;

Preserving and growing wealth

Extracting business wealth tax efficiently

Pre and post business exit planning

Inheritance tax (IHT) planning

Investment management including complex tax structuring

Retirement planning advice


20 years of experience helping private clients build a financial plan and then structure their wealth in the optimal manner to meet their goals

Notable client work and achievements

Substantial technical expertise and experience in working with HNW and UHNW clients from the following groups;

Business owners and those exiting their business

Lottery winners

Senior Partners of Accountancy and Solicitor firms

Family Investment Companies


Professional qualifications and memberships

Chartered Financial Planner

Fellowship of PFS

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