Rich Atkins

I spent ten years working for a large corporate bank. During this time, I started to realise that people were not being educated on their financial matters. We have all become accustomed to finding out what we need to know when we need to know it, through no fault of our own. I understand that people are busy and that sometimes finances get put on the back burner. However, I also know that leaving it too long to plan can be a mistake, and that's why I'm passionate about taking that stress away from my clients. I aim to make your financial plan easy to understand and make it a successful one. It doesn't need to be difficult, and sometimes, just taking that first step and seeking advice can make all the difference. I live and work in Tewkesbury Gloucestershire and am originally from Bristol, but I have clients from all over the UK. My client base is a mix of young families, business owners, people approaching retirement and some that are already living the retirement dream! I'm a father of two, Theo and Imogen. When I'm not helping clients, I'm with them and my wife Becky. I also manage the U10s Team at Bredon Star Rugby Club. That all tends to keep me pretty busy when not working. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 27/12/2023