Your Trusted Partner in Financial Planning
Transforming your investments
Legacy Wealth Planning was founded to provide clear, transparent advice for individuals, couples and families who want to build and protect their wealth with confidence. While based in Essex and Suffolk, founder Richard supports clients across the UK, offering trusted guidance wherever you are. With over 30 years of experience in personal and corporate financial planning, Richard brings depth, integrity, and a client-first approach to every conversation.
Outside of work, Richard lives in Essex with his partner, two teenagers, and what he fondly calls his ‘mini zoo’—two cats and a dog. He’s a keen marathon runner, enjoys sunny getaways, and has a soft spot for a jam cream biscuit.
Our core values
Integrity, Longevity, Client-first approach.
Our aim is to help individuals and families build and protect their financial legacy by making informed decisions around tax-efficient wealth planning. We do this by upholding the highest standards of integrity in everything we do, fostering lasting relationships built on trust and transparency, and maintaining a client-first approach that ensures your goals, values, and future aspirations remain at the heart of every recommendation we make.
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