Principal Partner Practice of St. James's Place Wealth Management
Richard McKeown - Chartered Fellow, Wealth Management Consultant
My career in financial services began over 12 years ago. Starting out as a mortgage adviser with HSBC in the Liverpool City branch I soon progressed and made the well trodden path from Liverpool to Hong Kong to work for the offshore side of the bank.
There I attained my financial adviser exams, for both UK and Hong Kong, learnt lots in the financially savvy city, and developed myself both personally and professionally until I grew to manage the High Net Worth portfolio of Hong Kong and Singapore based expatriates in my latter years.
After 6 years in Hong Kong I decided to make the return to the UK to set up on a self-employed basis through Sovereign Wealth Private Clients - based in Leeds though covering all of the UK. Now, 3 years later, I am enjoying the new challenge, helping my clients to achieve their financial goals, and plan to marry in 2020!
Outside of finance I am a keen (though average) musician (piano and guitar if you ask), enjoy playing football and tennis, can play a good game of chess, and hold a fairly decent conversation in Spanish.
As a Chartered Fellow with 12 years industry experience, and as a certified Pension Expert, I provide my clients with individually tailored advice and solutions to meet their immediate and long term financial objectives.
My advice covers all areas of wealth management:
Onshore and Offshore Investment Planning
Inheritance Tax Planning
Income Replacement Protection
My passion is building lasting relationships with my clients and that by working together we can aim to meet their financial goals. With the right advice, I can help my clients to retire earlier with more wealth.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief generally depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Sovereign Wealth Private Clients is a trading name of Sovereign Wealth LLP. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. Registered Office: Building 1265 The Octagon, Century Way, Thorpe Park, Leeds, LS15 8ZB. View the Members of Sovereign Wealth LLP.