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Our people

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Richard Speight
Partner and founder

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Experience

Richard joined the financial services sector in 2002, becoming an adviser in 2008. In 2011, he decided to join the private client team at Grant Thornton LLP and work closely with tax specialists to deliver a coherent service to high net worth individuals and business owners. With a broader perspective on working with owner managers (both pre and post exit), coupled with an entrepreneurial mindset, he made the decision to do things his own way in 2015.  He founded his business venture in a partnership with DSW Capital, who amicably exited the partnership in July 2022.  

Clients

With a down-to-earth and relaxed style, Richard has been able to build strong relationships with lottery winners (he continues to work with 9 families) and people with business equity. He is very experienced in helping individuals to make a successful transition when receiving large cash sums of money. Clients are introduced through existing clients and through a network of professional advisers to business owners - corporate finance, private equity, tax and legal firms.   

Qualifications

Richard holds three of the highest titles in the wealth management sector; 

 

  • Chartered financial planner

  • Chartered wealth manager

  • Certified financial planner    

Away from work

Richard enjoys watching most sports and playing golf (sometimes he manages to come home with the same ball). 

   

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Luke Kilburn
Manager

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Experience

With a keen interest in stock markets, Luke joined a national investment management firm in 2014 and spent six years building an extensive knowledge and understanding of the financial markets. In 2020, he made the move to join a FTSE 100 listed company and was attracted by the offer of being able to apply his knowledge and experience to provide wealth management advice. Luke decided to join us in July 2022, being drawn by a very client focused culture and to work with high net worth individuals.

Qualifications

Luke currently holds the Investment Advice Diploma in Investment Management and is a chartered member of the Chartered Institute for Securities & Investment.

Away from work

Luke plays (attends) five a side football each week and enjoys watching most sports. He also has a fondness for Indian food.

   

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