Richard Rochford

Adviser Principal

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.

Richard Rochford

Adviser Principal

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.

Client Testimonial

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 Adviser Principal 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.

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