Thomas Richter

Partner and Wealth Manager

Experience

Thomas RichterThomas Richter has over 15 years’ experience as a financial adviser in the UK, applying his expert planning services and projections to his clients’ tax, pension, savings and investment portfolios. His excellent track record of client retention, serves as endorsement of his abilities and skills.

Born and raised in South Africa, he completed a B.Comm Degree at North-West University in Potchefstroom in 1998, majoring in Finance and Banking. It was during this time that he met his future business partner and long time friend, Rene Lans. Soon after graduating, he left for London to travel and gain working experience – a city he has been calling home ever since. He has been working alongside Rene Lans as a financial adviser since 2002.

Thomas’ speciality lies in helping his clients manage their investment and pension portfolios through an active and tailor-made investment strategy. He is qualified as a pension specialist, one of a handful of advisors with this distinction. His financial planning is done through detailed cash flow modelling analysis and projections. Soft-spoken and methodical, Thomas always takes the time to familiarise himself with every client’s specific goals, life stage and circumstances, and prides himself in creating a bespoke solution tailored around a client’s needs.

Golf enthusiast Thomas enjoys keeping fit and catching up on the latest sporting events. He lives in Wimbledon with his wife and young daughter.

Qualifications

B.Comm Accounting (1998), North-West University
Diploma in Financial planning (2012), Chartered Institute of Insurance UK (DipPFS)

Professional memberships

Personal Finance Society

Chartered Insurance Institute