Jonathan HowardChief Executive Officer
Jonathan is a Chartered Financial Planner and has worked with in Financial Services for over 30 years. His close work with individual clients and business owners over the years, has meant he has been appointed as Trustee or Executor to a number of clients.
With sale of his firm (Carnelian Capital Management Limited) to Richmond House Group, Jonathan has taken on the role of CEO to guide the business through the exciting period of being part of the IWP group of financial planning firms. When not working, Jonathan enjoys watching football, drinking wine and spending time in Italy.
Paul BeasleyNon-Executive Director
Paul Beasley ACII
Paul is Non-Executive Director of Richmond House, and is proud to have overseen its growth into one of Hertfordshire’s leading financial advice and investment management companies.
Paul has been spearheading the growth of Richmond House since its early days as a small team of independent financial advisers. Today, under his enthusiastic leadership and direction it has grown into a leading financial advice and investment management organisation that comprises a Chartered private client wealth management company, specialist adviser to corporates and their employees, and a discretionary investment management team. Richmond House has been based in Stevenage for over 50 years and supports the local community through the Stevenage Community Trust, a charity for which Paul is a trustee. Passionate about promoting professionalism, he sits on the financial adviser panel of the main trade association, PIMFA. Engaging with the FCA to promote proportionate regulation is one of Paul’s key initiatives. He also co-founded biz4Biz, which is now the leading business group representing SMEs in Hertfordshire. Paul lives in Henlow, is a member of John O’ Gaunt Golf Club and is a keen follower of Chelsea. He also follows his nose in the direction of a nice Burgundy.
Maxine PricePA to Jonathan Howard Chief Executive Officer
Nigel TaylorFinancial Planner
Nigel Taylor Cert PFS, Dip FA
Nigel advises private individuals and businesses owners about the creation and preservation of wealth, including succession planning.
Nigel has been a Director of the Hertfordshire Chamber of Commerce, as well as a firm of city stockbrokers. He joined Richmond House in July 2011 and brought with him 45 years of in-depth professional financial experience gained both in the city and in our local area. He has extensive knowledge of global stock markets, and the expertise and market insight he gained as a London city stockbroker advising trustees of corporate pension schemes, and UK charities on direct investments, has greatly benefited our clients. He rightly prides himself on being able to make complicated subjects accessible and simple to understand. He is particularly skilled at building long-term relationships with his many clients, helping them make the right decisions about their wealth, and enabling them to achieve their lifelong personal financial objectives. Away from the office, as well as enjoying time spent with his family, he is a very keen golfer playing off 13, and an enthusiastic gardener.
Neil DaintonFinancial Planner
Neil Dainton Dip PFS
Neil helps clients to understand the perceived complexities of pensions and investments so that investors can feel comfortable about their future.
After having worked in financial services for over 25 years, Neil’s belief in putting the client first and caring about what he accomplishes for them transcends everything he does every day. This philosophy has resulted in him adapting, evolving and constantly learning new niche areas of advice so that he is well able to meet client needs. Final salary pension scheme transfers are a prime example, a complex area where most advisers fear to tread. He works with accountants on small self-administered pension schemes, and lawyers in relation to investment advice on divorce and pension sharing orders. He once resolved a client pension issue between two pension providers and HMRC! He has found over the years that there are a lot of areas that people ‘pull the shutters down on’ as they are perceived as ‘too complex’. He uses plain English and de-mystifies topics in a very user-friendly way. Outside of work, Neil is keen on golf (although he’s never sure that golf is that keen on him!) and enjoys an active social life.
Kristina BaileyFinancial Planner
Kristina Bailey DipFA CeMAP
Kristina Bailey is a Financial Planning Consultant who is proud to be working for Richmond House Wealth Management, and who offers independent advice across a range of financial needs, keeping the client at the heart of everything she does.
Kristina has worked in financial services for the last 23 years, mainly specialising in working with private clients. She has a wealth of experience in financial planning, and provides a holistic range of solutions, including pensions, tax-efficient investments and protection plans. She offers a simple approach to often complicated situations, priding herself on her work ethic and her professionalism. Her passions are varied, from regular Zumba classes to running and equestrian activities. In addition, she loves to cook for her friends and family, although feels that her culinary skills could be improved.
John MerrifieldFinancial Planner
John Merrifield Dip PFS, Cert CII (MP)
John is a Financial Planning Consultant at Richmond House, and is proud to work for one of Hertfordshire’s leading financial advice and investment management companies.
John has over 28 years’ experience in the financial planning profession and has previously worked for some of the largest organisations in the field. During that time, he has specialised in tax efficient investment strategies, utilising the full range of solutions available. Inheritance Tax planning is a particular focus of his, helping clients to pass wealth down to the next generation rather than to the Chancellor of the Exchequer. He is passionate about providing his clients with an excellent ongoing service and building long-term relationships with his clients and their family members. John is an avid motorsport/Formula 1 fan and a member of Goodwood Road Racing Club, where he combines his love for period racing whilst providing advice to some well-known retired racing drivers. John also supports two charities, the PSP Association and more locally, The Watford New Hope Trust.
Gemma PearsonPrivate Client Manager
Tracy AbbottFinancial Planning Assistant
Linsey GarnettFinancial Planning Assistant
Georgina O'ConnellBusiness Assistant
Toni SmithFinancial Planning Assistant
Elisa MardellAccounts Assistant
James PiercyBusiness Assistant
Ashley BrookFinancial Planning Assistant
Josh WotherspoonBusiness Assistant