Richard Rochford started in the industry in 1995, and was invited to join Wellesley in 2008, with specialties in investment and inheritance tax planning.
Richard’s role also includes a lot of retirement planning – he plans and arranges clients’ affairs to help them maximise on their potential returns, through both investment and tax-efficient planning, enabling them to meet both their short-term and long-term goals.
Qualifications: Richard is Diploma-qualified and is working towards becoming Chartered.
Out of Hours: Richard is a Trustee of the Wellesley Charitable Foundation and takes an active interest in many aspects of fundraising, including participation in a number of cycle challenges and the 2013 Brighton Marathon. In his spare time, Richard enjoys scuba diving, is a keen cyclist and has recently started playing golf.
Colin and Christine Jordan came to Wellesley after finding a previous FA’s explanations too complicated. Here, they explain why they are impressed with Wellesley Senior Adviser Richard – they find him easy to talk to, he always comes to their home and, most importantly, he explains things in a way they can understand, with no pressure.
PA to Richard Rochford is Jessica Nettell
Administrator to Richard Rochford is Hollie Groucutt
Richard has been an excellent adviser to us. He has always put my interests first, giving sound and trustworthy advice. The service and support has been excellent and nothing is too much effort. I would have no hesitation in recommending him to anyone.
Richard Rochford was recommended to me by my father, who has been very pleased with his financial advice and personable nature. I am extremely pleased that Richard quickly and efficiently has managed to collect all my various pensions into a manageable fund with St. James’s Place. He has also taken control of many areas of my finances that now give me a far better return. Richard is very trustworthy, prompt and professional and makes you feel as if you are his most important client. I have been recommending him to many of my friends and colleagues.
I would not hesitate in recommending Richard Rochford to anyone. He has always offered me an excellent service and I value his support with regard to the administration of my financial affairs. I believe he has always put my interests first when offering sound and trustworthy advice.
Past performance is not a guide to future performance. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.