Chris Richardson

As a financial planner, I help individuals, families, and business owners to achieve their ‘dreams, wishes & goals.’ The initial ‘discovery’ meeting is so important to the process as it helps me to understand you and unearth what you really want in the future. The irony of this approach is that we start at the end; otherwise, it would be like giving you instructions without knowing the destination you are trying to reach. This approach to life-focused financial planning means that we can map out your ideal journey.

During the discovery meeting, we explore the specific areas of financial planning that matter most to you...

Below are just a few examples of what clients often choose to focus on — but this is by no means an exhaustive list:

• Retirement planning

• Investing for the future

• Inheritance tax planning

• Protecting the business and or the family

• Exiting the business in a tax-efficient manner.

Once the journey has gained momentum, it is important that we review the plan on a regular basis because what is relevant today may not be so in the future, and an alternative action plan may be required to put your journey back on track.

When I’m not working, I love spending time with my wife, Leanne, and our two children. Henry and Phoebe are both keen sports enthusiasts — Henry plays football, cricket and golf, while Phoebe plays football and enjoys dance. If there’s any time left, I like to play golf myself and spend time with friends and family.

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