Financial Advice with Richard Rochford

Call 01444251888

Financial Advice

Personal success requires determination, consistency and critical acumen. Once you’ve established yourself, it’s important to know that your finances are performing consistently, too. As a valued client I will guide you in all aspects of personal finance, meaning that you and your family will get the most out of your hard-earned assets.

No one person’s financial situation is the same, and I don’t believe our solutions should be, either. I take pride in offering a personal wealth management service that focuses on your own interests and aspirations.

Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, I will work with you to create a bespoke solution and provide tailored, professional advice. Your relationship with me, I hope, will last for many years.

ONE DEDICATED ADVISER, ONE POINT OF CONTACT, ONE HIGHLY PERSONALISED SERVICE

We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 99%. With over £600m funds under management, we are proud to be recognised as one of the largest practices by funds under management within the St. James’s Place Partnership.

To have an initial conversation with Richard,
please call 01444251888

Richard Rochford – Senior Adviser

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.

Watch this short video to find out more about Richard Rochford or get in touch by calling 01444251888

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Wellesley Wealth Advisory & St. James’s Place Wealth Management

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

Our Approach

Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

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Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.

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