Richard has joined forces with Meredith Cornelius and Richard Harden to form Totara Wealth Management, a new financial services business offering investment, financial planning, and UK Pension advice. Richard comes to Totara Wealth from the BNZ Nelson after 9 years as an investment adviser. “I’m excited to be joining Richard and Meredith as we share common values - the key one being to provide independent advice to clients - combined with client service second to none. That is the foundation of our business”.
joins us with a wealth of experience from a 10-year career as an AFA