Richard Waddams

Areas of expertise

Providing robust financial plans and bespoke financial planning advice including:

• Retirement planning and pensions advice
• Investment management, including simplifying complex tax structuring
• Protecting and growing wealth
• Extracting business wealth tax efficiently
• Pre and post business exit planning
• Inheritance tax (IHT) and estate planning

Experience

Twenty-five years of advising clients. Helping people to identify what matters to them the most, empowering them to take good financial decisions, leading them towards achieving their personal, business and financial objectives.

Notable client work and achievements

• Helping wealthy individuals and families to achieve long term financial security. Delivering solutions on complex IHT, investment and pension matters. Pension commercial property purchases including: a shopping centre, warehouse, brewery and a football stadium.

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

• Business owners and people selling their businesses
• Entrepreneurs
• Medical, legal and accountancy professionals
• Family Investment Companies
• Professional musicians and entertainers

Professional qualifications and memberships

• Chartered Financial Planner
• Chartered Wealth Manager
• CFP TM Chartered Fellow (Financial Planning)
• Award for most meritorious completion of the advanced diploma in financial planning 2015.