Richard Smith
BEng (Hons) DipPFS Cert (CII) MP
My objective is to provide clients with the highest quality of professional financial advice, assisting them to achieve their monetary ambitions and long term goals.
Specialisms:
About
Westbourne Wealth Management was established in the latter half of 2019, when it's Practice Principal, Richard Smith, accepted an invitation to join St. James's Place.
Prior to this, Richard graduated from Strathclyde University in 2013, becoming a Bachelor of Engineering with Honours. After leaving higher education, Richard, pursued technical sales roles for high-tech engineering companies in the Subsea and Metallurgy industries.
At the start of 2019, Richard decided to pursue a more intimate and individual client serving career within the role of personal financial planning. With over half a decade's experience of client service and relationship management, Richard knows that the basis of any long term relationship is trust, reliability, friendly and professional service.
These are just a few of the qualities one can expect when working with Westbourne Wealth Management. With the support from St. James's Place and the service from Richard, clients can feel reassured that they have access to the highest quality and most appropriate financial advice available.
At Westbourne Wealth Management we pride ourselves on offering bespoke advice on all aspects of financial planning such as Investment Planning, Retirement Planning and Protection Planning.
Why not contact us today to arrange an informal conversation from our central Glasgow location or even from the comfort of your own home.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
