Richard Wyatt

Associate director
Personal financial planning
T: 0121 710 5233
E: richard.wyatt@smith.williamson.co.uk

Richard joined Smith & Williamson from Barclays Private Bank. Previous to this, he had worked for Gerrard in their financial planning division giving advice to private clients.

Being a member of the chartered insurance institute and holding both the investment management certificate and Financial Diploma, Richard has worked in the financial services industry for over 10 years.

Richard's expertise is in the area of holistic financial planning, although investment and estate planning advice are his specialist areas. Working closely with the stock broking community in Birmingham, Richard acts for a number of professionals, high net worth individuals and their families.