Mark Richings
FPFS
Mark Richings is a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS) with more than 30 years’ experience in financial advice. He specialises in investment planning, retirement planning, taxation and trusts, helping clients make informed decisions about their wealth and long-term financial goals. He also holds Later Life Advice Specialist accreditation.
Specialisms:
About
Investment and retirement planning
Mark takes a long-term approach to financial planning, helping clients understand how their investments, pensions and wider wealth can work together to support their objectives.
His investment expertise includes portfolio construction and investment research, gained through 10 years on the HJP / Linden House Financial Services Investment Committee. Although no longer a committee member, Mark continues to provide investment oversight and market updates.
This experience gives clients a broader perspective when making investment decisions, planning for retirement or considering how taxation and trusts may affect their financial plans.
Experience and professional expertise
Mark joined HJP in 2010 and has worked as a Financial Adviser since 1996. Prior to joining HJP, he held advisory and investment roles with a Stockbroker, national & regional IFA firms and in banking & insurance, giving him extensive experience across financial advice and investment markets.
Since 2023, Mark has also been Adviser Development Manager, supporting the professional development of HJP’s advisers alongside his client-facing role.
Mark achieved Chartered Financial Planner status in 2023 and became a Fellow of the Personal Finance Society later that year. He is a member of the Personal Finance Society (PFS) and Chartered Insurance Institute (CII) and holds Cert CII (MP) and Later Life Advice Specialist accreditation.
Life outside financial planning
Mark is married with two grown up children and enjoys sport. He has represented England at Touch Rugby, reflecting his longstanding passion for competitive team sports.
This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
Trusts are not regulated by the Financial Conduct Authority.
Testimonials
Addresses
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.
Accreditation
