Richard Booth Wealth Management
WHAT WE DO
Richard Booth Wealth Management Ltd specialises in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
I have spent the last 20 years principally within the Financial Planning arena, dealing with both individual clients and businesses. To ensure that I can offer the highest standard of advice to my clients I have qualified as a Fellow of the Chartered Insurance Institute and hold Chartered Financial Planner status; I am also a holder of the Diploma in Financial Services from the Institute of Financial Services.
On a personal front I have lived in Bridlington for the last 10 years 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.
MISSION STATEMENT
“To build a successful and sustainable business, that grows funds under management, delivers outstanding client outcomes, and develops its people”.
WHY WE JOINED
I became a member of the Driffield Business Club in 2015 as their approach to networking without any undue pressure appealed to me and my business. Meeting regularly with like-minded individuals has forged strong, professional relationships and has given us the confidence to recommend each other’s services without hesitation.
CONTACT US
Richard C Booth FPFS, Chartered Financial Planner
Richard Booth Wealth Management
Partner Practice of St. James's Place Wealth Management
26a Bar Street, Scarborough, North Yorkshire, YO11 2HT
Tel: 01723 384533|Mobile: 07720 770513 | Fax: 01262 410114
Email: Richard.Booth@sjpp.co.uk