Richard W Lord
Chartered Wealth Planner
Based in Leeds and York
Advanced Diploma in Financial Planning (CII) - APFS
As a Chartered Financial Adviser, Richard prides himself on building long-lasting, trust-based relationships with his clients. He offers comprehensive, tailored and clearly explained advice, guiding his clients through falling, as well as rising markets. He always strives to put his client’s first in everything he does, supporting them in the achievement of their financial planning goals and objectives
I am married to Jannine and live in Horbury near Wakefield in West Yorkshire. We have three grown-up children between us. Outside of work my main passion is travelling, which enjoy with my family and friends. I like eating out and sharing a good bottle of wine. I am an avid fan of Rotherham United. I always look to make the most of life and help others whenever I can
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