Richard Flexer
Richard advises and supports Swan Wealth Management clients including management consultants, medical professionals, senior directors and Partners from a range of professional service firms as well as entrepreneurs, and current and ex-service personnel.
About
Richard has a strong focus on assisting clients to define their financial goals. He then designs, implements and supports the management of bespoke financial planning strategies helping clients to best achieve these goals.
Prior to joining Swan Wealth Management, Richard was an Intelligence Officer in the British Army having commissioned from the Royal Military Academy Sandhurst into the Intelligence Corps in 2006. Richard undertook a number of interesting and varied roles throughout his time in the Army, often working in hot and sandy places! Subsequently, Richard founded, ran and successfully sold a professional services recruitment business. Richard is a Chartered Financial Planner and a Chartered Associate of the London Institute of Banking and Finance and is a Commerce graduate from the University of Birmingham.
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
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.
