Richard Booth

At Richard Booth Wealth Management Ltd our mission statement is quite simple - to create a successful and sustainable business, that grows funds under management, delivers outstanding client outcomes and develops its people. It's attention to these four guiding principles, embedded in everything we do, that makes us what we are. It's part of my professional business practice to ask for personal introductions and the reason I get so many is because I am different from other advisers. I have worked in financial services for over 30 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As a Partner Practice of St. James’s Place Wealth Management based in Scarborough, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Since joining the St. James's Place Group in 2012 I've built my business from nothing to one that proudly looks after multiple clients and their families. This success is down to caring passionately about clients, delivering consistently time after time and taking our responsibilities seriously. Richard Booth Wealth Management is based in Scarborough, employs 2 support staff and as part of the St. James's Place Group has access to significant economies of scale. On a personal front I have lived in Bridlington for the last 15 years (having been tempted away from the sleepy village of North Frodingham in exchange for beautiful, sandy beaches) and am married to Louise. We have one son, Oliver, and any spare time that we have is spent enjoying the abundance of scenery that Yorkshire has to offer. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx