Richard Herbert joined the Financial Services industry in 1991, and became a founding Partner of J. Rothschild Assurance in 1992, which went on to become St. James’s Place Wealth Management. He qualified as a Senior Partner in 1999.
Over the years Richard has built a broad client base of individuals and companies requiring the full spectrum of financial and professional services including:
- Retirement Planning
- Investment Planning
- Trust* & Estate Planning
- Tax Planning
As a reflection of this level of service, his clients are gained mainly through personal introduction and recommendation.
Richard is married to Emma, and has two children, Mia and Jack, to keep him on his toes. He is a keen road cyclist, and a passionate follower of Southampton Football Club. He is also actively involved with the St. James’s Place Foundation as an enthusiastic fundraiser and committee member.
*Trusts are not regulated by the Financial Conduct Authority.