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Richard Pollock

Director and Wealth Manager at RM Chartered Financial Planners, Senior Partner Practice of St. James's Place Wealth Management
Intro Book
Richard Pollock is a seasoned financial expert with 22 years of experience in wealth management, retirement planning, and business development, holding a background in accounting and a strong proficiency in multiple languages.
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Location
Belfast, Northern Ireland, United Kingdom, GB
Skills
  • Retirement Planning
  • Wealth Management
  • New Business Development
  • Wealth
  • Estate Planning
  • Show all
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Bio

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Richard Pollock is a seasoned financial expert with 22 years of experience in wealth management, retirement planning, and business development. As a Senior Partner Practice of St. James's Place Wealth Management, he has delivered high-quality, face-to-face advice to clients, fostering trusted relationships and driving investment growth. With expertise in wealth protection, financial life planning, and strategic financial planning, Richard has established a reputation for delivering exceptional results. Throughout his career, Richard has held various leadership positions, including Director and Wealth Manager at RM Chartered Financial Planners, and Regional Admin Manager at Danka UK. His experience spans multiple industries, including finance, accounting, and administration. Richard is a skilled communicator and project manager, with a proven track record of driving business growth and success. Richard holds a strong educational foundation, graduating from Grosvenor High School in 1982. He is fluent in [no languages provided]. With certifications in financial planning and wealth management, Richard is well-equipped to provide expert guidance to individuals and businesses seeking strategic financial solutions.

Experience

  • RM Chartered Financial Planners, Senior Partner Practice of St. James's Place Wealth Management
    • Director and Wealth Manager
      • Jan 2002 - Present

      St. James's Place Wealth Management is one of the UK's leading Wealth Management organisations. As a company we specialise in delivering quality, face to face Wealth Management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.Skills and Expertise:Wealth ManagementWealth ProtectionFinancial Life PlanningRetirement PlanningInvestment PlanningBusiness Investment Planning and ProtectionCommunication SkillsProject Management

  • Richard Pollock
    • Financial Adviser
      • Mar 1998 - Jan 2002

      Self Employed Financial Adviser

  • Danka UK
    • Regional Admin Manager
      • Mar 1993 - Jul 1997

  • Cawoods Group
    • Accountants Assistant
      • May 1988 - Mar 1993

Education

  • 1982 - 1988
    Grosvenor High School

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