Richard Tate (FPFS Chartered Financial Planner)
Chartered Financial Planner
Leeds office
What attracted you to a career in wealth management?
With a Bachelor's degree in Business and Financial Services from Nottingham Trent University, I embarked on my journey in the financial services industry. Having worked for over 12 years, including a role as a Strategic Financial Planner at HSBC Private Bank, I was drawn to wealth management's intricate landscape. My expertise lies in holistic financial planning, catering to High-Net-Worth Individuals. This dynamic field allows me to employ my skills in retirement planning, investment structuring, and estate planning for individuals, corporates, and trusts.
How do you approach your role on a daily basis?
Over my time with Quilter Cheviot Financial Planning, my focus has been on personal service and building lasting client relationships. I understand that managing investments should align with each client's unique needs and expectations, rather than a one-size-fits-all approach. Whether it's for private clients, family trusts, charities, or corporate entities, I craft portfolios with their specific requirements in mind. Frequent and direct communication through written updates and in-person meetings is key to comprehending their evolving objectives and adapting to their changing needs.
What are your interests outside of work?
I'm a keen road cyclist which allows me to unwind and stay active.