Welcome to the opportunities within Richmonde Laine
Who are we
Established in 1997, Richmonde Laine Wealth Management Ltd is a small but rapidly growing firm of Independent Financial advisers offering a Wealth Management Service to a range of high net worth clients spread throughout the UK. We operate within purpose built offices in the centre of Bradford on Avon, situated within a very short distance of the train station for accessible commute to surrounding areas.
Whilst we deal in a wide range of financial issues our core activity revolves around the offering of holistic financial planning solutions to higher net worth clients. Our services include a strong focus on the extensive use of tax efficient strategies and regular proactive client contact. Our typical clientele is entrepreneurial, approaching or recently retired with significant assets and a desire to achieve cautious but above inflation returns.
Having integrated wrap based technology into our day to day processes, we have revolutionised the way in which we can continue to offer outstanding service levels to all of our clients. We are at the forefront of this field and could not support the Wealth Management offering without such leading-edge technology.
The company is currently exploring acquisition of a smaller Wealth Management firm although this procurement is not expected to conclude until late 2022. As one might expect, we recognise that we need to have additional staff on board ready to embrace the extra activity this acquisition will present and to ensure our current standards are maintained.
Richmonde Laine has proven to be a truly well-respected business within the industry, as is evidenced in that client recommendation is the only source of new business. This has been achieved through the directors unyielding philosophy to deliver an excellent customer experience, that is ethical, principled, and affordable.