About Richard
Richard has 26 years’ experience in the financial services profession, 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. Richard prides himself on helping clients achieve their financial goals.
Having previously managed the Williams Financial Planning business on a daily basis for many decades, Richard understands the issues faced by small business owners. This makes him ideally placed to provide advice to corporate clients.
Richard lives 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.
Qualifications
