Our Team

Driven by excellent service

  • Richard McKeown – Chartered Fellow CISI, DipPFS, BA (Hons)

    Chartered Fellow

    Richard has a strong background in financial services since 2008, both internationally in Hong Kong and Singapore as well as the UK. Having worked on both the banking and investor side of the fence, Richard can help you by advising on how you can best grow your wealth, whilst mitigating and managing any tax risk.

    When not helping clients realise their dreams, Richard is working on his own and plans to marry this year. Outside of finance, Richard has a love of music and can often be found playing the piano or guitar.  Another of Richard’s passions is sport, including tennis, football and he can also play a good game of chess.

  • Gemma Carling

    PA & Office Manager

    Our PA and office manager Gemma is on hand to make sure that any enquiries you have are dealt with efficiently. We pride ourselves on excellent service, and Gemma is the key to making that happen.

Get in Touch

We would love to help you with any aspect of your financial planning, no matter where you are in life. 

If you would like to make an appointment with one of our Financial Advisers, please call on 0113 254 9666  or fill in the contact form and we’ll be in touch.