Richard Wagg

Areas of expertise

Financial planning for individual clients, including cashflow forecasting, pensions, investments, estate planning, tax mitigation and protection against the financial impact of death and ill health.

Experience

Richard is a Chartered Financial Planner who has been with Evelyn Partners since 2002.

He currently looks after over 100 individuals, families, trusts and charities, some of them for 15 years or more from a variety of backgrounds, including professional partners, executives, the self-employed and the retired. His client list grows mainly through referrals from existing clients as well as other professional services firms.

He is a member of the Evelyn Partners Charitable Trust Committee.

Prior to joining Evelyn Partners, Richard was at SG Hambros Private Banking, where he provided financial planning solutions to the wealthy clients of the bank. His first financial planning role was at Mercer Consulting from 1988 to 2000.

Professional qualifications and memberships

Chartered Financial Planner.
Associate of The Personal Finance Society.