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People
A team of industry experts creating solutions tailored to your goals
Richard specialises in helping clients achieve their objectives and ensuring they are able to live the life they want without the fear of running out of money. He does this by listening to clients, asking intelligent questions and assisting them in making smart decisions.
Under Richard’s stewardship DJH Wealth challenges conventional thinking and inspires clients to take action. Richard is an authority on financial planning and investment consulting. Richard works for business owners, individuals, their families and trustees. When clients engage with Richard they achieve their goals, reduce tax and have a successful investment experience.
Richard has been in the financial services sector since 1998. After qualifying at Mercer HR Consulting, where he worked for 8 years helping to deliver financial planning strategy to senior executives, business owners and wealthy private individuals, he joined DJH Wealth in 2006.
Richard is an Associate of the Chartered Institute for Securities and Investment and holds a number of advanced level qualifications covering areas such as taxation, trusts, personal investment and pensions. Richard has also achieved a Diploma in Financial Planning (Dip PFS) qualification from the Chartered Insurance Institute.
Richard is married to Kate. He has 3 children, Tilly, Jack and Parker, and enjoys all aspects of family life. Richard is a keen sportsman and plays golf and football regularly. He has previously been competitive in badminton, volleyball and triathlons.
Terry helps clients achieve the life they want without the fear of running out of money. By getting to know his clients, understanding their goals, aspirations and concerns, Terry creates intelligent solutions that are right for them.
Terry has experience working with individuals, their families, business owners and trustees, assisting them to gain clarity over their current situation and their desired goals. Terry helps his clients to manage their finances throughout their life, not only to reduce tax but also to create and maintain wealth, helping them live life their way.
Terry’s career in financial services started following graduation from university in 2009, he joined the DJH Wealth team in January 2014. Terry has experience in all aspects of financial planning and is an active member of the Chartered Institute for Securities and Investment having hosted many of its regional events. He holds advanced level qualifications covering all areas of financial advice and is on course to achieve both Chartered and Certified status.
Outside of work Terry likes to spend time with his wife Laura and his son Olly, travelling and playing football (injury permitting).
Paul is a Director of DJH Wealth Management and it’s partner business DJH Accountancy. He has extensive experience in dealing with challenges which arise from within the corporate market. He provides clarity of thought accompanied by innovative business ideas.
He advises both established and developing owner-managed businesses in all areas of finance. His portfolio includes large corporates, businesses and individuals from within the healthcare sector and professional sportsmen.
Paul has vast experience in many other industry areas including construction, manufacturing, consultancy, elderly care and ceramics.
Emma works in our clients services team. Having spent her career in financial services Emma has been with us for over 13 years. Over that time she has built relationships with many of our clients through her diligent approach to client service. Her role in supporting our financial planners ensures we only deliver a first class service to our clients.
Ange has worked in the Financial Services industry for nearly 30 years in a number of roles. Having been with us for over 16 years she’s one of our longest serving employees. Often in regular contact with clients, Ange plays an important role in ensuring we deliver on our service promises.
Alex is our latest recruit. Having had some experience in Financial Services at his previous role, Alex is progressing through his Diploma in Regulated Financial Planning on route to becoming a Chartered Paraplanner. Outside of work Alex enjoys playing football and cricket and spending with his girlfriend Ellen.
