Richard Pearce Wealth Management now holds £30 million in funds under management for our clients.
This isn’t just a financial milestone, it’s a reflection of trust, loyalty, and relationships built over the past 5 years.
When I first launched the business, my focus was simple:
Treat every client like I would treat a member of my own family.
I wanted to create a space where people felt heard, understood, and confident in the decisions they were making about their futures. Over time, that intention blossomed into something even more meaningful, a community.
What makes this milestone even more special is that I’ve been able to build this with the support of my wife, Chloe, who joined the business as Business Development Manager earlier this year. Many of you have spoken with her or seen her passion first hand. As a mum juggling university studies and her role here, she brings heart, drive, and a deep sense of purpose to everything she does. Together, we’ve built something that goes far beyond the numbers.
What £30 Million Really Means
To some, it might just look like a figure on a spreadsheet, but to me, each pound of that £30 million tells a story, I have loved learning my clients’ story and going on a journey with them to reach their financial goals.
Each of these stories stays with me. They’re why I do what I do. And they’re why I continue to believe that wealth management is about so much more than money, it’s about helping people live the lives they’ve worked so hard for.
A Promise for the Future
Reaching this point is a moment to pause and feel grateful, but it’s also a moment to look ahead. I’m more committed than ever to staying true to the values this business was founded on:
- Putting people first
- Simplifying the complex
- Being there when it matters most
- Making a Difference
As part of the wider St. James’s Place family, we’re also fortunate to have access to one of the UK’s largest advice-led wealth management firms, while still offering a personal, one-to-one service rooted in integrity and care.
Thank You
To each and every one of our clients who has trusted me with their financial future, thank you. Whether you’ve been with me since the very beginning or you’ve just started your journey with us, know that you are part of something much more than a client list. You are part of a community built on trust, shared values, and genuine relationships.
Warmly,
Richard Pearce
Founder & Director
Richard Pearce Wealth Management
