RICHARDSON PREMIER WEALTH - Key Persons
Dawn started her financial services career as an administrator with the Halifax Building Society in 1977 rising to the position of supervisor. Dawn joined Richardson Premier Wealth in 2018 as our full time senior administrator (and runs a tight ship).
James joined RPW in Nov 2021 and has gone on to successfully complete his CII Level 4 Diploma in Regulated Financial Planning.
He is passionate about supporting his clients in all aspects of financial planning, helping them to achieve their financial and retirement goals. Expect a personable approach where he will identify what you value the most in life before creating a plan around these values.
James's previous career included Leisure management (for the local authority) and a trainer assessor for the RLSS Royal life saving society, before deciding on a career change in wealth management.
Outside of work, James enjoys family time with his three wonderful children and is due to marry his fiancé, Helen. He enjoys all types of sports and is an FA qualified football coach and NVQ assessor.
Martin started his financial services career with the TSB in 1987 where he enjoyed a variety of roles and career progression, from 1994 the majority of Martin's time was spent being a financial advisor.
Martin was made redundant in 2015, at which time he began his successful career as an Independent Financial advisor.
Martin and Paul have been good friends since meeting at the TSB in 1994. Martin took the opportunity to Join Paul at Richardson Premier Wealth Ltd in 2017.
Martin is a ‘general practitioner' dealing with retirement planning, investment planning, estate planning and protection needs for his clients.
Martin has been married to Claire for over 25 years and has three fantastic children.
Naomi has enjoyed a successful career in financial administration and has held the position of Finance Director for the past 13 years.
Job Titles:
- Financial Planner and Managing Director
Paul has worked in the financial services industry since 1991. He started his financial services career with Commercial Union and has since worked with a number of ‘blue chip' Companies. Paul has been Managing Director and owner of his own successful financial planning company since 2005. Paul is a ‘general practitioner' dealing with retirement planning, investment planning and estate planning, he specialises in pension/retirement advice.
Paul is an education champion for the chartered insurance institute, this scheme enables Paul to share his expertise and experience in financial education with local 15-18 year old students.
Paul has been married to Naomi for over 20 years and has three wonderful daughters.