Richard is an experienced Financial Adviser with over 30 years in the financial industry and has obtained Chartered Financial Planning status.
After three successful years as a financial adviser with Prudential Financial Planning, Richard was delighted to establish his own financial advice business, Trelawny Wealth Management Limited, as part of The Advice Partnership from Prudential.
Richard has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Richard takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Richard provides sound, personal and expert advice.
In his spare time, Richard enjoys spending time with his family, running and supporting his local Football and Cricket teams.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.