About Richard Herbert

Richard Herbert

DipPFS

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.

About

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
  • Mortgages
  • 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.

Testimonials

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I have known Richard for over 15 years and the quality and level of his advice and service through that period has been consistently high and valued as my circumstances have evolved. I am not alone in this view, which has allowed me to also use Richard to reconnect with friends I had lost touch with...
David Brundish |Director of Vodafone, London

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The Partner 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.