Richard was born and raised in South East London. Having spent many weekends and summer holidays on the beautiful sandy beaches of Sandbanks, Shell Bay & Studland in Dorset, Richard and his wife Toni decided they wanted to make it more of a permanent arrangement, so recently made the move to Poole with his family with the aim of bringing up their children in a more ‘outdoors’ environment. Most of Richard’s clients and friends are based in or around London, but he believes the weekly commute up the M3 is a small sacrifice to live in such a lovely part of the world.
Richard began his career in investment banking in the City, but repetitious days spent monitoring share prices on computer screens & dealing with people over the phone meant that he obtained little satisfaction from his work. A career in property finance beckoned and Richard now enjoys dealing with a tangible asset, the variation that each new case brings and the human interaction he enjoys with his clients.
Most of all, Richard enjoys spending time with his family and friends. Whenever possible he enjoys the occasional round of golf, mountain biking and going to Selhurst Park to watch Crystal Palace. Being on the coast Richard also enjoys regular trips to the beach as a family, or simply exploring their new surroundings. Richard says “In the next couple of years it is my aim to convince my wife that we need our own boat, or at least a jet ski – for the benefit of the whole family of course!”.
The primary services Richard provides his clients are arranging and advising on mortgages and protection. His clients range from First Time Buyers looking to take their first step onto the housing ladder to property professionals requiring finance facilities on their portfolios. Richard is particularly skilful when assisting Contractors and the Self-Employed who operate their own Limited Companies. He also assists clients looking for development finance and more niche areas of lending such as asset backed lending & bridging finance.
Sports Team : Crystal Palace FC
Activities : Boating, Mountain Biking, watching Football
Favourite Pub : Jolly Woodman, Beckenham
Best Restaurant : Rick Stein, Sandbanks
Best Holiday : 4 months backpacking in Australia & New Zealand
Richard’s Pet Hate:
Nissan Micra drivers
Richard’s Bucket List:
Have more children
Take my family to Australia & New Zealand for a long holiday
Convince my wife we need a boat
Richard’s Special Qualities:
Whilst being good with numbers & enjoying providing solutions to some of the more complex cases that come across my desk, I feel that my best quality is building relationships with clients. I take a personal interest in each case I work on and aim to exceed expectations in terms of the service I provide, as well as the results I deliver. For this reason, I’ve forged some great long-standing relationships and aim to continually build more.
For more information or to request an initial free consultation dial +44 (0) 208 939 4545
Keystone Wealth Management Ltd, Vine House, 143 London Road Kingston-Upon-Thames Surrey KT2 6NH United Kingdom, firstname.lastname@example.org