Catherine Richardson
Chartered Financial Planner
With over 25 years’ experience of providing financial planning advice, Catherine works closely with each of her clients to understand their individual circumstances and priorities, with particular focus on how to help achieve their goals for the future. Catherine achieves this by helping each client build a detailed financial plan and then continuing to monitor this throughout the future as circumstances change. By taking this collaborative and tailored approach to each individual’s objectives, Catherine provides comprehensive, clear, and practical advice designed to support informed decision-making. Catherine is committed to building long-term relationships based on trust, helping clients navigate complex financial matters and secure the future they are working towards with confidence.
Specialisms:
About
I am extremely proud to say that many of my clients have come through personal recommendations and believe this is testament to the trusted and long-standing relationships I am able to develop with my customers and within my community.
I pride myself on the quality of the advice I provide and my ability to tailor my recommendations to each and every client’s individual needs, by taking particular care to listen to my client’s goals and priorities.
I work with both individual and corporate clients across the spectrum of all need areas, but specialise in Retirement Planning and Long-Term Care planning. I am available to each of my clients whenever they need me and like to regularly revisit each of them to ensure their planning remains the best solution for their individual needs in the light of the regular changes to legislation or tax law.
I am based in Surrey and work with clients far and wide, travelling to meet them in either their homes or workplaces. When I am not working you will regularly find me walking my 2 dogs in various green spaces across Surrey!
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice 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.
