Richard Groves is an Independent Financial Planner based in Southampton. Richard focuses on Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Mortgage, Pension

Richard Groves is an Independent Financial Adviser based in our Southampton office working alongside Peter Cunio and Lindsey Marchant.

He joined us back in December 2019 because, although he had been working in the construction industry, he felt something was missing in his career. He wanted to do something which helps people’s lives in a real and meaningful way. Although he loved the experience he gained in project management and surveying, it wasn’t enough for Richard so he completed his qualifications as a regulated financial planner.

As a married father of two young children, Richard realised his passion for financial planning because he understood how vitally important it is for people to make their hard earned money work for them. So he furthered his qualifications and achieved his Diploma in Financial Planning and also achieved his Certificate in Mortgage Advice.

Richard says the most important thing in life is ‘happiness’ – happiness for his family and happiness for his clients. He combines his passions, knowledge and expertise with his desire to help people so his clients reap the rewards of going on a financial journey with Worldwide Financial Planning.

Richard very much carries out his work with our core values at the heart of everything he does, and, what he loves about being an independent financial adviser, is being client centric. He says he’s very proud to be working with Worldwide Financial Planning and thoroughly enjoys working with his colleagues in the Truro, Somerset and Northern Ireland offices. He’s is very environmentally aware and champions sustainability.

In his spare time, he and his wife and children enjoy being outdoors in the New Forest National Park, he enjoys running, being on the beach, scuba diving and pub lunches.

To contact Richard Groves email RGroves@wwfp.net