I spent 10 years working at Merrill Lynch in a number of different roles, latterly as the CFO for the International Private Bank. I was also the CFO for Succession Wealth before deciding to jointly form Finitor, the holding company for PFM Associates. My current role is focused on the financial management of the business, as well as systems design and implementation.
In recent years, I took a three-year sabbatical in Thailand, rebuilding an eco-resort with my then-young family – my two sons are now teenagers. In my spare time, I enjoy investing in small business ventures, spending time with my family and the dog, reading, exercise and cooking (preferably with an IPA beer in hand).
- Adventure travel
- Historical drama
- The Economist
- Phoenix and Spitfires (kids’ football team)
- Custard and beetroot
- Teenage drivers
Richard in the spotlight
On an ideal weekend, you can find me:
On a walk with our spaniel or out cycling (without the spaniel - mostly).
My favourite holiday destination is:
Italy and Thailand.
My favourite song to play in the car is:
‘Battle of Evermore’ by Led Zeppelin
Ready to start your journey?
If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.