Dominic Richmond

Head of Financial Services

Additional qualifications: Chartered Financial Planner and Fellow of The Personal Finance Society

Dominic Richmond
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Dominic Richmond

Head of Financial Services

What is your role and area of expertise?

I lead a team of financial planners and provide tailored pre and post-retirement solutions to private clients

How do you approach working with clients?

I work with a client to understand what they want from their money, what they want their life to look like financed by their financial planning.  After this, it is important to understand and plan for how best to pass their hard-earned money on to the next generation

What’s a standout achievement in your career?

Becoming a Fellow in my professional field, then taking the learning and values  associated with this and supporting my colleagues to making a difference to clients as they navigate an increasingly complicated financial landscape

How do you incorporate Cullimore Dutton’s values?

In short we are committed to changing lives.  That is our brief, our objective and what keeps us obsessively passionate, good financial advice makes a difference, that is what we do

What do you enjoy outside of work?

I love to spend time with my wife Sarah and son Seb, we love the cinema so an afternoon with a cappuccino in a reclining seat watching a great film is perfect family time