WE ARE A YOUNG,
FORWARD THINKING FIRM.

THE DIRECTORS

Richard Weatherburn DipPFS

Managing Director

Richard is a Licenced Financial Planner and Wealth Manager. He founded 313 Wealth Management following 10 years of Financial Services experience with a view to setting up a firm fit for the 21st Century. He knew there was a way for a firm to maximise the use of the incredible technologies available within the sector to enable an outstanding client experience. Through embracing technology Richard knew the firm could offer outstanding value for money that he believes is unrivalled in the profession of Financial Planning. Richard’s role is the leadership of the firm and providing his clients with the best possible service. Outside of his role at 313, Richard runs a Youtube channel called ‘The Money Masterclass’ where he shares his knowledge of how to remove financial stress from your life with his loyal subscribers.

Andy Bewick DipPFS

Financial Director

Andy is a Licenced Financial Planner and Wealth Manager. He built up several years of Financial Services experience across a range of roles before joining Richard in setting up 313 Wealth Management. Andy has a keen eye for detail and is a brilliant technical Financial Planner. His role at the firm is providing clients with the best possible service and advice as well as handling the management of the back-office functions and financial controls within the firm.

SUPPORT

Sam Ferrington ACII

Paraplanning Consultant

Sam is a Chartered Financial Planner who works alongside the Directors to produce Financial Planning Reports for our clients. Sam’s role is extremely technical and involves in depth analysis and complex calculations. She is a huge asset to the team and her main responsibility is ensuring the advice provided by our firm is not only compliant, but the very best our clients can receive.

Nikki Coverdale

Administration Support

Nikki has over 20 years of experience in Financial Services. Her vast experience ensures our administrative systems are efficient and regularly reviewed. Her main role in the business is heading up the administration team.

Claire Suter

Administration Support

Claire has 14 years of experience working for Financial Advisers and specialises in the administration associated with pensions and investments. She is incredibly organised and likes to help our directors maximise their time with clients.

Claire Findlow

Administration Support

Claire is a business graduate and brings this expertise, along with her organisational and administrative abilities to the team. She primarily works in client liaison, arranging meetings, speaking with clients on the phone and ensuring they are kept informed of their case progress.

Michele Marshall

Administration Support

Michele has over 20 years of Financial Services experience and has enjoyed a varied career from administration to management to training. Her area of expertise is financial protection and within our firm she is our go to expert for all technical queries and administration relating to this highly specialised and technical area.

We love technology

We are committed to constantly developing our business and taking advantage of all of the amazing new technologies available to us as Financial Planners.

From the very foundations of our firm, we were dedicated to using technology wherever possible to streamline our business since we know that if we can keep our costs low, we can keep our fees for our services low!

REQUEST A CONSULTATION

An initial consultation with us is completely complimentary and can be done without having to leave your own home. Please use the enquiry form to request yours today!

Please use the enquiry form to request yours today!

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