Richard Rochford

Adviser Principal @Wellesley

Guildford, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2008 — Present

Adviser Principal @Wellesley

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Here at Wellesley we pride ourselves on our forward-thinking approach to financial planning. We offer a personal wealth management service that focuses on your own interests and aspirations and aim to create a long-lasting relationship between our clients and advisers. Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice.

SKILLS

Investment StrategiesInheritance Tax PlanningAuto EnrolmentInvestmentsSuccession PlanningIncome ProtectionFinancial PlanningPensionsRetirement PlanningPortfolio ManagementWealth Management ServicesEstate PlanningWealth Management

ABOUT RICHARD ROCHFORD

With over 20 years of experience in financial services, I am committed to providing…

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Richard Rochford — Adviser Principal at Wellesley in Guildford, GB | Unifers