People who care.
Our focus is absolutely client centred. We listen respectfully to your needs and will invest time building a trusted and confidential relationship with you. We pride ourselves on delivering an excellent service, but never complacent, and are committed to continually improving our standards so that excellence becomes a natural consequence of our work.
Richard is the Managing Director and a Chartered FCSI of the Chartered Institute of Securities and Investments (CISI). His role is to engage and empower clients with a clear strategy, enabling them to make informed choices and helping them to achieve their personal and financial objectives.
Helen heads up administration and accounts and is responsible for ensuring the business operates efficiently. She brings to the practice many years of valuable experience not only in financial services but also in accountancy and manufacturing.
Before devoting her work full time to financial services, Kate held several roles including P.A to the scribe and calligrapher to the Crown Office, a procurer of energy and most importantly, mother.
We are passionate about helping clients realise their dreams and aspirations, through the development of a structured financial plan, and the building of long term trusting relationships.
We are client centred and service driven. Our empathy and caring nature has helped build and maintain long-term client relationships and this, with an effective work-ethic, is key to ensuring the high-level of service provided to clients’ is preserved.
“Aevitas is proactive in its approach, diligent, friendly and knowledgeable. I would have no hesitation at all in recommending their services.”
Client from the West Midlands.