Richard Clementi Email & Phone Number

I'm a firm believer that wealth is far more than a portfolio of stocks, shares and cash deposits. It’s about living life to the full, the experiences you have, supporting your loved ones and ultimately the legacy you wish to leave behind.► Ａｂｏｕｔ ｍｅFor 15 years I've helped lawyers, accountants and executives plan and safeguard their futures, coaching them through good and bad times. I joined RBC Brewin Dolphin in 2018. The firm has witnessed a fair number of financial crises during its 250+ year history and has grown to become a leading UK wealth manager offering financial planning and investment services. Trust and dependability are important. These values shape the high touch, expert service I provide and with 32 offices we've the scale to deliver cost effective solutions.I cover a range of financial planning areas and qualified as a Chartered Member of the Chartered Institute for Securities & Investment and Member of the Personal Finance Society. Outside of work you'll probably find me on Epsom Downs training for the dads’ race at the next school sports day..!► Ａｂｏｕｔ ｙｏｕAre you time poor and do you struggle to manage your personal affairs to the same high standard as your business affairs..? Do you want to re-connect with your finances as you recognise that the decisions you make today will shape the life you lead tomorrow..?Are you keen to understand what it means to be financially independent; to identify how much is enough to make paid work optional, and, to only work because you want to, rather than because you have to..?𝗪𝗮𝗻𝘁 𝘁𝗼 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗺𝗼𝗿𝗲..? Then please feel free to connect or drop me a line at 𝗿𝗶𝗰𝗵𝗮𝗿𝗱.𝗰𝗹𝗲𝗺𝗲𝗻𝘁𝗶@𝗯𝗿𝗲𝘄𝗶𝗻.𝗰𝗼.𝘂𝗸

Listed skills include Strategic Financial Planning, Cashflow Forecasting, Retirement Planning, Tax Efficient Investment Planning, and 6 others.