Richard Tidy Wealth Management is an Associate Partner Practice of St. James's Place Wealth Management Group, a FTSE 100 company, recently awarded “Best Financial Adviser" at the Personal Finance Awards 2018. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
My role is to support my clients in achieving their financial goals. My business approach is to build trusted relationships with my clients in order to get a real understanding of their goals and aspirations so that I can create genuinely tailored solutions which are flexible enough to change as they do.
I provide financial planning and wealth management services for individuals, families and businesses, on a number of key areas including
- Tax efficient Investment Planning
- Retirement and pension planning
- Estate planning and inheritance tax mitigation
- Corporate solutions, from company structures to aspects of exit planning
- General Financial Advice
- Financially protecting family’s lifestyles against potential losses in income
I am passionate about my business and helping my clients through every stage of their financial journey. I promise all clients a personalised, entrepreneurial and jargon free approach, underpinned with regular contact and updates.
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.