Richard Harris
Managing Director @Thrive Financial Planning Ltd
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WORK HISTORY
Managing Director @Thrive Financial Planning Ltd
Richard has been involved in Financial Services for over 10 years and founded Thrive Financial Planning with a vision to provide comprehensible Financial Planning and Advice to clients across the West Midlands and the UK.Richard has an aspiration to provide a bespoke and personable Financial Planning service to each of his clients, focusing on life planning, goals and aspirations. We work with clients to make your money work for you.We work with clients from all walks of life, and offer Financial Planning and Advice to individuals, families and business owners who want to benefit from our advice on a long-term basis.
EDUCATION
Codsall Community High School
GCSE and A Levels
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Financial Planning
ABOUT RICHARD HARRIS
I help individuals, families, and business owners across Staffordshire gain clarity and confidence with their finances so they can live the lives they’ve worked hard for.We specialise in working with:• Self-employed professionals who want to ensure their finances are working just as hard as they are, from tax efficiency to long-term planning.• Business owners and directors seeking clear, independent advice on how to extract value from their businesses, protect what they’ve built, and plan their exit strategy.• Pre-retirees in their 40s and 50s who want to retire on their own terms, with a clear roadmap to financial freedom.• Families looking to protect their future, make informed decisions about savings and investments, and plan for generational wealth.• People facing life transitions -whether that’s inheritance, divorce, or redundancy, and need steady guidance during uncertain times.Our approach is friendly, easy to understand, and approachable - not just numbers on a spreadsheet.We believe financial planning should be a conversation, not a transaction. That’s why every client relationship starts with listening: understanding what really matters to you, then crafting a tailored plan to help you get there.Whether you want to know:• How much is “enough” to retire comfortably• If your pension and investments are on track• How to reduce your tax burden as a business ownerOr just want peace of mind that your finances are in order, we’re here to help. Based in Codsall and proudly serving clients throughout Staffordshire, Shropshire, and the West Midlands. We also offer a fully-online service to those further afield. If you’d like an informal chat or a second opinion on your financial plans, feel free to connect or send me a message (07•••••••55).Thrive Financial Planning - Making your money work for you.
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