Director (Financial Adviser / NHS Pension)
- 0191 653 1022
Richard has worked in the financial services industry for over 20 years and is passionate about advising businesses, individuals and families on all aspects of wealth management. He acts for a large portfolio of medical professionals and understands the complexities of the NHS Pension which is a specialist area.
Along with fellow Director Kevin Walker, Richard founded RMT Financial Management Ltd in 1994, after developing his career in a national insurance company.
For two decades Richard and Kevin were the driving force behind the growth of RMT Financial Management Ltd. They completed a management buy-out in 2012 to launch a new brand for their financial management business and Blackett Walker became a leading independent financial adviser managing >£200 million of client monies with a specialism in NHS Pensions. In April 2019, Blackett Walker was acquired by Sanlam. Richard remains working for Sanlam and is also a Director of BW Medical Accountants.
As a Director, Richard leads on the strategic planning for driving the business forward. With a role that focuses on business development and future growth of the company, Richard works closely with a number of professional connections including solicitors for the benefit of clients.
As an adviser with Sanlam, Richard offers comprehensive and expert advice, helping medical clients devise personal financial strategies to fulfil their long-term financial objectives and plan for retirement.
In June 2013 Richard and members of the senior management team set up BW Medical Accountants, of which he is now a Director.
Skills In Focus
- Wealth Management
- Retirement Planning
- NHS Pension
- Inheritance Tax Planning
- Portfolio Management
- Employee Benefits
In Richard's Words
"As a financial services advocate, I try to make what is sometimes perceived as a 'dry' subject a bit more enjoyable and fun and I believe this is embodied across the whole business as we have worked with some clients in the private and corporate sectors for over 20 years on generational financial planning."
"Through our teams knowledge of complex NHS policy we have a large medical client base so creating a niche medical accountancy practice to enable us to deliver truly integrated advice with some of the best medical accountants and tax advisers in the North was a natural progression."