Richard Weatherburn DipPFS
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
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.
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!
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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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