Richard has 26 years’ experience in the Financial Services Industry, providing bespoke advice to both business and personal clients. His vast experience means he fully understands the issues and constraints when managing personal and Trust wealth. He prides himself on helping clients achieve their financial goals. Having managed the Williams Financial Planning business on a daily basis, Richard understands the issues faced by small business owners and is ideally placed to provide advice to corporate clients.
Living in Wrexham with his wife and two children, Richard is a qualified coach and referee at Wrexham Rugby club. A keen cyclist and charity fundraiser, Richard can often be found lycra-clad in training for his next challenge.