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. 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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
*Trusts are not regulated by the Financial Conduct Authority.
Testimonials
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.
