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Richard Brocklehurst


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Richard is the newest Director of the company. He has been advising clients and their families since 2002, specialising in helping clients create, achieve and maintain the lifestyle they desire. Unlike many advisers, Richard doesn’t shy away from advising people to spend their hard-earned wealth, and gets great satisfaction from showing clients through ‘Cash Flow Planning’ to see whether they can live the life they want, without worry of ever running out of money.

Richard has a distinctive approach to financial advice, and has featured in various financial publications, including Money Mail and The Times, as a ‘Top Rated’ Independent Financial Adviser (IFA) through the IFA search facility, VouchedFor. He is sought after by individuals and business owners for his ability to listen and understand, cutting through unnecessary complexity, and for quickly getting to the heart of what is truly important to his clients.

Married to Lisa, and being a busy father of three, Richard knows how difficult it is to strike the right balance between work, family and play. When he is not working, you can often find Richard on the beaches of Anglesey, as he is a keen paddle boarder and coasteering enthusiast.