Richard Paddle
Following a successful career in the City and with over twenty-two years’ experience, I studied for a Diploma in Regulated Financial Planning with the Chartered Insurance Institute and trained with the St. James's Place Adviser Academy prior to qualifying as a Financial Adviser.
I live in Chislehurst and outside of work, in my spare time, I enjoy mountain biking around the local trails, Surrey Hills, South Downs and occasionally in the Alps. At the weekends in the summer months I try to go for longer road bike rides or if there is a good breeze I enjoy sailing on the East Coast. In winter, with the road bike and boat packed away, I like to go skiing in the Alps.
In London I often go to the theatre to see one of the musicals or enjoy a meal with family and friends. At home, I'm keen on DIY and all new technology and share my home office with our family dog, Lottie, an aging cocker spaniel.
Specialisms:
About
I am a Chartered Financial Planner advising individuals, families and businesses to preserve, manage and help grow their wealth. I specialise in helping City based professionals, bankers, lawyers and HNW Families.
Prior to joining St. James's Place, I enjoyed a twenty-year career in portfolio and investment management and was HBOS's Head of Investment Portfolio. I feel very lucky to have had this opportunity and learnt a huge amount during my time in the City. However, I have always, above all else, enjoyed helping individuals to understand and benefit from financial planning so realised that a future in private wealth management was my passion.
I enjoy working with my clients to give them financial peace of mind. I am proud of the comments and feedback they have been generous enough to give about me:
"There really isn’t an easier recommendation to make when it comes to financial advice. Richard is exceptionally passionate about his vocation and also incredibly knowledgeable.” - Mehdi, London
"He is knowledgeable, friendly and efficient.” - Bob Paterson, Sevenoaks
"Richard's deep & broad knowledge and experience of financial markets help set him apart in his ability to provide the very best advice for his clients. He possesses the ability to explain financial concepts and products in a simple, succinct and transparent manner. He is generally just a lovely chap and great to deal with!" - Jason Walker
"He has taken the time to listen carefully to my retirement concerns and financial goals, where shortly after he has tailored the advice to meet my specific needs. I highly recommend Richard." - Gavin Poulsom, London
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
