Chartered Financial Planner

Richard Higgs BA (Hons) CFP FPFS

Richard HiggsRichard is an awarding winning Chartered Financial Planner and Fellow of the Personal Finance Society with financial experience dating back to 1998. After his history degree, Richard completed his Chartered Accountancy exams and training and then held various high profile Group roles with Scottish & Newcastle PLC including Management Accountant, Auditor, Commercial Accountant and Investment Manager. Richard then re-qualified as a Financial Adviser and Stock Broker and has been helping people with their personal financial planning since 2005.

Richard is passionate about helping clients and giving back to the community and this lays at the heart of  Wealth West. He has exceeded the FCA's academic requirements by not only qualifying as a Chartered Financial Planner but also becoming a Fellow of the Personal Finance Society. One of only a select few in the industry who have reached this level of technical knowledge and academic achievement.

Richard has a thorough understanding of all personal finance arrangements however he has a particular expertise in investments, pensions and estate planning. He has also developed an excellent knowledge of tax rules and legislation.

In his spare time Richard is the Honorary Treasurer at Clifton Rotary Club and he also enjoys golf, fitness and surfing.

Paraplanner

Sheryl Medlicott BA (Hons) DipPFS

Sheryl MedlicottAfter graduating from the University of East Anglia with a 2:1 honours degree, Sheryl began working in financial services in 2006 and completed the Diploma in Financial Planning in 2012. She has worked in a variety of technical roles as her career progressed and has developed a specialist interest in the areas of pensions, investments and tax planning.

Sheryl has wide-ranging responsibilities in the office which include providing detailed technical reports to clients, dealing with adhoc client queries and financial planning projects. She is also responsible for ensuring the firm meets with our strict ethical and compliant processes.

Outside of work, Sheryl is studying part-time for an MA in Literature, Landscape & Environment. This reflects her interest in sustainability, which crosses over into work in an interest in ethical and sustainable investment. Sheryl has been instrumental in her work on our ethical investment service.

In her spare time, Sheryl is a violinist with various Bristol groups including The Brunel Sinfonia and The Fantasy Orchestra.

 

Practice Manager

June Atkins

June AtkinsJune is often the first point of contact in the office and she enjoys the human aspect of financial planning.

She brings with her a wealth of experience from previous client service and office administration roles. Her priorities in the office are to make our client service proposition the very best it can be and to ensure the smooth operating of the office.

In her spare time June enjoys spending time with her family, walking her dogs, fitness and reading.

Partners

We have a good relationship with a number of other local professional firms. This means we can offer a fully holistic planning service for local people whether it be financial planning, legal, banking or accounting services.

We are also active supporters of a number of local Bristol based charities.

Please contact us – we have good connections that can help.

Latest News
Quote Mark
  • "I am so pleased I decided to get in touch with Richard. He helped me to re-organise my finances so that I get a better income. I had no idea how to go about this and Richard's advice and practicality in this matter has been invaluable. Richard keeps me very much up to date and his clear explanations and friendly manner are much appreciated" Valerie Buchan (Retiree), Henleaze
  • "We have a personal relationship with Richard which helps inspire communication and builds up a better understanding of the portfolio. We have had a very friendly, responsive and professional experience. Richard always responds to emails very quickly and is always helpful" Chas and Jackie Saw (Pre-Retirees), South Bristol
  • "The service we have received has been highly satisfactory. It is great having a local financial adviser who is readily accessible for advice." Albert and Audrey Stiles (Retirees), Westbury-On-Trym
  • "We can only say the service we have received has been 100%! We find the personal contact gives us more confidence to discuss our situation. All queries are efficiently dealt with." John and Nancy Thorpe (Retirees), Westbury-On-Trym
  • "Richard provides a very flexible, excellent customer service. Richard is very organised and very easy to work with. He has excellent knowledge which is explained clearly." Marcus and Kelly Jones (Family), Henleaze
  • "We have found it very good having a local adviser. Richard always calls around when requested. We get a very good personal service and Richard clearly knows what he is doing." Chris and Carolyn Carwardine (Retirees), Sneyd Park
  • "Richard has offered us a professional, personal, face-to-face service. He has delivered an excellent service to us, meeting and exceeding our expectations. We welcome his personal approach and attention to detail. Richard identified some potential savings for us at our very first meeting." Matt and Zoe Hill (Family), Westbury-on-Trym
  • "We have found the service of Wealth West very consistent and reliable. We are very confident in the service given. Follow-ups have been thorough and explained with understanding as Richard has good teaching qualities." Bob and Norma Hall(Retirees), Coombe Dingle
  • "Richard has always been very accessible, a real advantage and gives me confidence in our dealings. The level of service has been first class. Richard has always carried out his promised actions on time. Any technical advice has been explained in a very clear and understandable manner." Donald Owen (Retiree), Coombe Dingle
  • "The service has been a perfect blend of professionalism and care for us and our money. Gives advice in a way that we can understand easily. Have recommended Richard to others and will continue do so." Ralph Payne(Retiree), Stoke Bishop
  • "With Richard we are not talking to a salesman with targets but someone we know and we know where his office is. Someone who also knows the area we live in and no call centre ethos!" Vanessa Payne (Retiree), Stoke Bishop
  • "We have found Richard to show a personal attention to our needs and the process involves a relaxed discussion of options with no pressure and this has helped us feel confident in the decisions made. The accessibility of being able to make contact at any time and of being seen at home is a great advantage." Colin and Elizabeth Sleith (Retirees), Stoke Bishop
  • "The level of service has been very good. I am also very happy with the advice received and the level of technical knowledge." Gillian Dunphy (Retiree), Stoke Bishop
  • "Richard is cautious and suggests ideas in a reasonable and sensible manner. But he is not pushy! I feel confident in Richard's technical knowledge and able to make careful, sensible decisions. I would be happy to recommend Wealth West!." Jeremy Krause (Retiree), Clifton
  • " Richard offers a great, tailored approach to financial advice. He feels more like a friend than an anonymous advisor. The level of service has been wonderful. I really like how Richard is proactive in considering issues we hadn't thought of, rather than just helping with our queries. Richard is a really safe pair of hands and is always up to date with the most recent changes and opportunities." Alex and Rachel Major (Family), Westbury on Trym
  • "We have found having a local advisor beneficial in that we have been able to deal with the same person throughout, enabling easy access with rapid response. We feel we have had a good level of service with explanations easy to comprehend whilst taking account of our circumstances with a level of risk we are comfortable with." Owen and Patricia McNamara (Retirees), Westbury on Trym
  • "The service I have received from Richard and June has, so far, been excellent. Both of them, at the end of the telephone, have dealt with any problems very quickly and efficiently. Home visits are also a very good part of the service, another personal touch." Jenny and Keith Higgs(Retirees), Shirehampton
  • "The help I received to sort out a pension from the 1970's was sorted out extremely well and very much to my advantage, thanks to their knowledge and assistance." Jenny and Keith Higgs(Retirees), Shirehampton
  • "It's a personal service. Richard is very easy to talk to and we felt that he cared." Gordon and Sandra Inglis (Retirees), Henleaze
  • "I value the convenience of regular home visits and being informed of my current financial situation." Barbara Allen (Retiree), Stoke Bishop
  • "We have found that being advised by a local adviser on a face-to-face basis inspires us with confidence, knowing he is the one making the decisions. We are very happy with the service, it is nice to be having meetings in our own home." Tony and Angela Cropper (Retirees), Henleaze