Chartered Financial Planner

Richard Higgs BA (Hons) CFP FPFS

Richard HiggsRichard is an awarding winning Chartered Financial Planner and Fellow of the Personal Finance Society with financial experience dating back to 1998. After his history degree, Richard completed his Chartered Accountancy exams and training and then held various high profile Group roles with Scottish & Newcastle PLC including Management Accountant, Auditor, Commercial Accountant and Investment Manager. Richard then re-qualified as a Financial Adviser and Stock Broker and has been helping people with their personal financial planning since 2005. He began specialising in advising the medical profession in 2009 when he started helping to advise dentists on their NHS Pension Scheme benefits and most recently has been advising doctors on their NHS Pension Scheme benefits and other financial arrangements with the BMA services.

Richard is passionate about helping doctors and also giving back to the Bristol medical community and this lays at the heart of Wealth West Medical. He is an active supporter of local Bristol based health-care charities.

Richard has exceeded the FCA's academic requirements by not only qualifying as a Chartered Financial Planner but also becoming a Fellow of the Personal Finance Society. One of only a select few in the industry who have reached this level of technical knowledge and academic achievement.

Richard has a thorough understanding of all personal finance arrangements however he has a particular expertise in the NHS Pension Scheme, investments and pensions. He has also developed an excellent knowledge of tax rules and legislation.

In his spare time Richard is the Honorary Treasurer at Clifton Rotary Club and also enjoys golf, fitness and surfing.

Paraplanner

Sheryl Medlicott BA (Hons) DipPFS

Sheryl MedlicottAfter graduating from the University of East Anglia with a 2:1 honours degree, Sheryl began working in financial services in 2006 and completed the Diploma in Financial Planning in 2012. She has worked in a variety of technical roles as her career has progressed and has developed a specialist interest in the areas of pensions, investments and tax planning.

Sheryl has wide-ranging responsibilties in the office which include providing detailed technical reports to clients, dealing with adhoc client queries and financial planning projects. She is also responsible for ensuring the firm meets with our strict ethical and compliant processes.

Outside of work, Sheryl is studying part-time for an MA in Literature, Landscape & Environment. This reflects her interest in sustainability, which crosses over into work in an interest in ethical and sustainable investment. Sheryl has been instrumental in her work on our ethical investment service.

In her spare time, Sheryl is a violinist with various Bristol groups including The Brunel Sinfonia and The Fantasy Orchestra.

 

Practice Manager

June Atkins

June AtkinsJune is often the first point of contact in the office and she enjoys the human aspect of financial planning.

She brings with her a wealth of experience from previous client service and office administration roles. Her priorities in the office are to make our client service proposition the very best it can be and to ensure the smooth operating of the office.

In her spare time June enjoys spending time with her family, walking her dogs, fitness and reading.

Partners

We have a good relationship with a number of other local professional firms specialising in advice for the medical profession. This means we can offer a fully holistic planning service for doctors whether it be financial planning, legal, banking or accounting services.

We are also active supporters of a number of local Bristol based health-care charities.

Please contact us – we have good connections that can help.

Latest News
Quote Mark
  • "We have been very impressed with the personal service, attention to detail and comprehensive evaluation of our financial circumstances. We would certainly appreciate ongoing help and support from Richard over the future." Jason Kendall (Consultant in Accident and Emergency), Southmead Hospital
  • "Richard provides a very convenient and personal service. Richard has good knowledge and has the ability to go through reasoning for any recommendations." Tim Mitchell (GP), Montpelier Health Centre
  • "Richard provides an excellent service, prompt and flexible. Although the level of technical knowledge is impressive, answers to our questions are presented in a straightforward manner, without overwhelming us with information." Mary Gainsborough (Consultant in Paediatrics), Southmead Hospital
  • "Richard gives me an excellent personal service in my own home. His advice and explanations have been excellent. Richard also has excellent technical knowledge – who wouldn’t be happy?" Charles Record (GP), Frome Valley Medical Centre
  • "Richard provides an excellent, personal service. He responds very quickly and attentively to queries and very much keeps me up to date with important matters that affect me - such as the latest changes to pensions, investments and taxation. Recommendations are delivered in a timely, effective manner - usually face to face in my own home." Professor Gianni Angelini (Head of Cardiothoracic Surgery), BRI
  • "It is very convenient for me to be seen at home and Richard is very flexible with timings - especially when unexpected things crop up at the hospital. Meetings are friendly and relaxed with my long-term best interests very much at the heart of discussions." Professor Gianni Angelini (Head of Cardiothoracic Surgery), BRI
  • "We have found it far more reassuring having a local adviser rather than a national firm. We have found the service excellent and Richard answers all the questions we want answering. Richard's technical knowledge is excellent, he has detailed knowledge of pensions." Paul Male and Helen Lewis (GPs), Thornbury Health Centre
  • "The personal touch counts for a lot and the willingness to visit us at home is much appreciated. Richard provides an excellent, friendly, accessible service, not encumbered by jargon or salesmanship." Professor Peter Mathieson (Honorary Professor of Medicine), University of Bristol
  • "I can recommend Richard as providing measured, balanced independent financial advice. He listens very carefully and tailors advice appropriately in a knowledge-based manner. He is very accessible and gives his clients time and clarity in order to make the most sensible decisions for themselves based on the available facts." Andrew Medford (Consultant in Respiratory Medicine), Southmead Hospital
  • "Richard now knows me and understands my financial position. I have complete trust in his advice. The level of service I have experienced is second to none. We have received regular reviews in our own home, speedy and thorough advice to any queries." John Rees (General Practitioner, Specialist in Urology ), Blackwell and Nailsea Medical Group
  • "The advice I have received has dramatically altered my personal protection policies for the better and reduced my personal tax liability." John Rees (General Practitioner, Specialist in Urology ), Blackwell and Nailsea Medical Group
  • "I appreciate Richard's local knowledge and the fact that he is in contact with a lot of local general practitioners which is useful for networking. He is also very knowledgeable about the different pension schemes and their pros and cons." Fiona Hayes (General Practitioner) Bristol University Student Services
  • "I have enjoyed the process of dealing with a local advisor and it has not felt like a box ticking exercise. The service has been excellent. The great flexibility to come to my home at a time suitable to my working day has set this company apart from others I have dealt with in the past. The technical knowledge provided has been expertly tailored to my requirements and financial situation. The manner in which it has been delivered has also been first rate. " Beth Harrison (General Practitioner) Montpellier Health Centre
  • "We have regular meetings with the same adviser who knows our profile and keeps our requirements in mind with the plans he makes. The reviews are simple to organise and are always at a convenient time and location." Mike Bould (Orthopaedic Surgeon) Western General Hospital
  • "The service I have received from Wealth West is excellent! they are more personable and accessible than large firms and are not pushy at all. They also have a very good breadth and depth of knowledge." Billy and Annie Headdon (Anaesthetics and Intensive Care Trainee, General Practitioner) Montpelier Health Centre
  • "My experience of the service has been excellent. I have been able to ask many questions and have received excellent advice on my financial situation. The technical knowledge of Wealth West Medical is excellent. Anyone who can help my investments grow in the current environment clearly knows what they are doing. I would highly recommend Richard and Wealth West Medical." Linda Buczek (General Practice Manager) Bishopston Medical Practice
  • "The technical knowledge of Wealth West Medical is very good. Richard keeps up to date with the changes to the NHS pension scheme and new legislation." Melanie Lockett (Consultant) Southmead Hospital
  • "Wealth West Medical offers a friendly, helpful and efficient service. Richard keeps in touch at regular intervals and has a very good knowledge of pensions and investments." Rachel Brown (General Practitioner) Montpelier Health Centre
  • "Richard comes to my house for meetings and it is nice to see a familiar face. He remembers my details, and advises over the long term. Richard has a detailed understanding of my particular pension plan and has explained this very clearly to me. He has also helped me to manage tax payments for annual allowance and pension protection." Hugh Herzig (Consultant Psychiatrist) Southmead Hospital
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