Crawford Dean Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Richard Davis - Director and Chartered Financial Planner
Richard graduated from Cambridge University with a degree in Economics and has been working in the Financial Services profession since 1986. He managed his own advisory firm, Wilson Dean, until 2009, when it was invited to become a Partner Practice with St. James's Place; subsequently joining with Heath Crawford to form Crawford Dean.
Richard advises on a wide range of Financial Planning areas, including Investment and Estate Planning. His speciality is Retirement Planning, including reviews of existing pension planning arrangements.
It is a testament to his knowledge and commitment that he won the 2018 Insurance Institute of London Award for the highest mark in the Chartered Financial Planning examinations.
His many and varied interests include The Arts (ballet, opera, music, cinema, exhibitions), yoga, travel and fine dining.
Contact Richard Davis - Director and Chartered Financial Planner
The Partner Practice 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.
Crawford Dean Wealth Management Ltd is registered in England and Wales, Number 11841917. Registered Office: Edelman House, 1238 High Road, Whetstone, London, N20 0LH.