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James Richardson
Head, WealthPilot at Brewin Dolphin

Profile

I am a Chartered Wealth Adviser with Fellowship status through the Personal Finance Society. At Brewin, I lead a team of financial advisers, paraplanners and administrators, to deliver hollistic financial planning using modern technology. We find that our clients come from all walks of life and  are growing significantly to meet the demands of the British public. We are based in London, Manchester and Edinburgh and I would be delighted to introduce you to one of my team.

I am extremely familiar with the issues of clients being priced out of financial advice and the importance to take steps towards financial peace of mind. I firmly believe that a holistic lifetime financial plan is key to achieving financial dreams and avoiding financial nightmares for all of my clients.

My aim is to deliver honest, holistic and bespoke financial advice that breaks the old older conventions within the industry. The client is key and by using modern technology we are able to reduce the cost for my clients without having to compromise on service.

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Agenda Sessions

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