Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Simon Richards - Wealth Management Adviser/Mortgage Specialist
Simon has worked in the Financial Services industry since 1999 and qualified as a Financial Adviser working for the Co-operative Insurance Society the following year.
In 2005, he started his own successful business as an Independent Financial Adviser building a solid client base until 2015 when he had the exciting opportunity to join Swann Financial Consultancy.
At Swann Financial Consultancy, Simon specialises as a Mortgage and Protection Adviser.
Whether it’s to purchase your dream home or help with getting onto the first rung of the housing ladder, Simon’s aim is to offer professional, clear and easy to understand advice.
Simon prides himself on being friendly and approachable and on excellent working relationships with clients; listening to their needs, and working together to find appropriate solutions for the best outcome.
Contact Simon Richards - Wealth Management Adviser/Mortgage Specialist
Tel: 01295 275 269
Mobile: 07968 962 959
Click to Email
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.