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A team of industry experts creating solutions tailored to your goals
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 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).
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.