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.