Richard Stones

Areas of expertise

Richard specialises in complex pension and investment matters with a particular focus on business owners and SMEs.

Experience

Richard joined Tilney which eventually became in Evelyn in January 2015 and has over twenty-five years' experience in the financial services industry advising HNW/UHNW individuals.

Richard is a Chartered Financial Planner and Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute

Richard has also qualified as an affiliate member of the Society of Trust and Estate Planners (STEP).

Notable client work and achievements

Substantial technical expertise and experience in working with HNW and UHNW clients from the following groups:

• Business owners and those exiting their business
• Lottery winners
• Senior Partners of Accountancy and Solicitor firms
• Family Investment Companies
• Trustees

Professional qualifications and memberships

• Chartered Financial Planner
• FPFS (Fellow of the Personal Finance Society)