Alex Richardson

I provide holistic financial advice, client focused with an emphasis on building lasting, long-term, trusting relationships. Retirement Planning - Helping Business owners plan for retirement and a successful business exit - Enabling individuals to save for a comfortable retirement - Assisting people to access their pension assets in a flexible and tax efficient way. Investments - Tax efficient Investment schemes - Saving schemes for children and grandchildren - Trustee Investments Inheritance Tax Planning - Protecting against future inheritance tax - Investing within inheritance tax efficient vehicles - Advice around trust and estate planning Protection - Advising business owners on protecting themselves and their businesses. - Protecting families and individuals in the event of death or illness - Mortgage protection. I am committed to ensuring my industry knowledge continues to deliver value for clients and have a passion for personal development. Prior to my role as a Financial Adviser, I enjoyed a successful career as a Golf Professional and still enjoy the game to this day. Outside of work, I'm a keen sportsman, playing cricket for Avoncroft CC and still enjoy the odd game of reasonably competitive golf. Trusts are not regulated by the Financial Conduct Authority. 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 24/06/2024