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 (having been tempted away from the sleepy village of North Frodingham in exchange for beautiful, sandy beaches) 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.
My wife and I have no hesitation in saying we have always found Richard Booth and staff most friendly and obliging regarding all our financial/investment queries. We greatly value Richard’s punctual time keeping and patient explanations of what to us, sometimes, are complex financial matters.
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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.