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Anthony Richards

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Chartered Financial Planner

Born in Leicester, Anthony graduated from Oxford Brookes with a degree in Exercise and Health/Human Biology. Over 15 years ago, Anthony moved into financial planning, first with a small family-run firm and then to a national IFA, developing a specialisation in providing advice to senior employees and business owners. He joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. Prior to this, he was a director and shareholder of an employment benefit and financial planning business.

Anthony predominantly works with clients who are approaching or entering retirement. Along with this he advises on protection for both individuals and corporate clients. He holds advanced planning qualifications in Pension, Investment, Tax & Trusts planning and the overall financial planning process (AF3, AF4, AF1, AF5). He has been awarded the title 'Chartered Financial Planner' by the CII.

Location: Birmingham

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