Richard Heath - Technical Director

Richard joined us in May 2022, bringing with him 30 years’ professional experience. Richard has attained CII Chartered status and is also a Fellow of the Personal Finance Society.

Having started at Norwich Union and progressing in various technical and analyst roles. Richard has since worked in a range of hybrid positions including paraplanner, compliance officer, director and financial adviser. Richard assisted Adrian at Kleinwort Benson before spending a total of around 16 years at Brewin Dolphin, Equus IFM and Fiducia Wealth. After deciding to return to London and catching up with Adrian, he immediately decided that Cavendish Ware was the best fit for his own ethos on helping clients to meet their financial planning goals.

Richard is a father to two teenage boys. He is very keen on most sports and has run six marathons. He enjoys watching Norwich City getting promoted to the premier league every other year, he still plays some veteran football and also does a bit of climbing, biking, cricket, tennis and golf.