Richard has been advising clients for more than 25 years. With his extensive technical knowledge and experience he can provide straight forward understandable advice delivered in a helpful and friendly manner.
His aim is to maintain long-term, trusted relationships with clients, giving them financial peace of mind. "The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendations".
When Richard has any time he loves cooking, gardening, wine making, fishing, as well as running the roads and footpaths of North Devon. He's also pretty good at DIY too!
Anne has a wealth of experience from working in many service industries including Insurance, Estate Agents & Building Societies. As a long serving and experienced member of staff she plays a full part in shaping the future of the company. In her varied role, she has responsibility for the development of the company, she also maintains the website, organises client events and seminars and she is also known for her skills in reconciling the company accounts. Anne manages the day-to-day running of the Practice; she delivers our bespoke client communications and marketing too.
Anne loves organising fundraising events and volunteering as Welfare Officer, Fixture Card Editor/Producer & Clubmark Officer at her local cricket club. Anne also likes running, holidays in France, historical buildings, archaeology, MasterChef & more
Kay joined the team in June 2018, she graduated from the St. James’s Place Paraplanning Academy in August 2019, having successfully completed the Diploma in Regulated Financial Planning. Kay is currently continuing her studies to become a Chartered Financial Planner.
Kay assists our advisers with report writing, compliance, research and analysis in respect of the business being conducted. She is also a forward thinker and contributes to the development of the business. Kay is the eldest of the “Little Pebbles”.
Prior to Little Pebbles, Kay’s career has been in general insurance; working in area sales management, underwriting and customer service. Kay always ensures that the primary focus of our business is to look after all of our clients’ financial needs to ensure they have the comprehensive security they need.
In Kay’s spare time, she is likely to be found binge-watching a good TV series, running, eating takeaway food, planning her next vacation but more than likely she will have her head in a revision book preparing for her next financial planning exam.
Kay, Hannah, Holly & Thomas Stone otherwise known as the “Little Pebbles”…..they are our inspiration and it’s what makes us as a company special. We know the important lessons on the value of planning for the long term and making decisions with a focus on stability.