My Journey in Financial Advice: From Nationwide to Richard Pearce Wealth Management

In May 2004, I started my career in financial advice with Nationwide Building Society. For over 16 years, I had the privilege of guiding clients through important financial decisions, helping them achieve their goals. It was a fantastic experience, but in 2020, I felt ready for a new challenge, one that would allow me to fully explore my passion for financial planning, particularly pensions and retirement planning.

The Birth of Richard Pearce Wealth Management

One of my biggest frustrations at Nationwide was the inability to offer pension and retirement planning, areas I felt were crucial in helping clients secure their financial future. I wanted to provide a more comprehensive service, helping individuals not just grow their wealth but plan effectively for the retirement they had worked so hard for.

With that in mind, I founded Richard Pearce Wealth Management Ltd in September 2020. It was a bold step, but one I knew was necessary to offer the level of service and tailored financial planning my clients deserved.

Building the Right Support Team

As the business grew, I quickly realised that maintaining high standards of service required the right infrastructure. In December 2021, I partnered with JPA, bringing in a dedicated client support team to ensure that every client continued to receive the highest level of care and expertise.

Then, in December 2024, I welcomed Chloe Pearce as our Business Development Manager. Chloe brought with her 12 years of experience at Nationwide Building Society and has already made a significant impact. She plays a key role in nurturing relationships with our existing clients while also introducing new ones to our services. Her long-term ambition is to become a financial adviser herself, and I have no doubt she will excel in that role in the future.

Where We Are Today

Fast forward to today, Richard Pearce Wealth Management is thriving. We now manage over £27 million in client investments across pensions, stocks and shares ISAs, unit trusts, and both onshore and offshore investment bonds. We are proud to be trusted by over 250 clients, helping them make informed financial decisions and plan for their future with confidence.

Looking back, the decision to start my own firm was daunting, but I have no regrets. The journey so far has been incredibly rewarding, and I am proud of what we have built. Most importantly, I am excited about the future, continuing to grow the business, enhance our services, and help even more clients achieve financial security and peace of mind.

Thank you to all our clients who have placed their trust in us. Here’s to the next chapter!

Get in touch

Thanks for getting in touch