Richard France

Richard France

Investment Director
Liverpool office

About me

I specialise in helping clients identify and achieve their investment goals, I work with individuals, pension funds, charities, professional intermediaries, offshore funds and trusts. Based in the Liverpool office I help clients build a suitable portfolio of assets to meet their needs by investing across various asset classes, including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

Background/Experience

After graduating from university I went into accounting, before joining Investec in 2000. I am a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as a Chartered Wealth Manager, I have a CISI Masters in Wealth Management.

My interests

I play most sports enthusiastically, including football, golf and cricket. However, my lack of any natural talent keeps this involvement mostly social. I am also the Chair of Governors of a local primary school.

My areas of expertise

Contact me via the form above to learn more about....

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

The best cities to visit in Germany.

Feeding a swan
Richard France

Clients are at the heart of everything we do, what gives me most satisfaction is helping clients achieve their financial goals through long and trusted relationships.