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Richard provides impartial financial planning advice to private clients and high net worth individuals.

A Chartered Financial Planner and Fellow of the Personal Finance Society with over 30 years of experience spanning hands-on wealth planning for individuals and families, professional portfolio management, and Expert Witness work on complex advice and investment disputes.

Richard established his own financial planning business over ten years prior to joining Isio. Previously, he held leadership roles in investment management, trading, and a structured finance analytics business.

Working with clients over many years, helping them make confident decisions and seeing the real‑world impact as their plans come to life for them and their families is what I enjoy most about being part of a Wealth Planning business.

Richard Paddle

Private Client Adviser, Isio Wealth Planning

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Talk to us today to see how our bolder thinking can get you better results.

Richard's colleagues

Image Nick Elliott

Head of Region - South, Wealth Solutions

nick.elliott@isio.com See full profile
Image Jenny Miller

Director, Private Office

jenny.miller@isio.com See full profile
Image Richard Steele

Director, Private Office

richard.steele@isio.com See full profile
Image Andy Tunningley

Head of Wealth

02071236052

andy.tunningley@isio.com See full profile
Image Sarah Dickson

Director, Private Office

sarah.dickson@isio.com See full profile
Image Michael Hanlon

Head of Distribution, Wealth Solutions

michael.hanlon@isio.com See full profile
Image Mark Campbell

Head of Wealth Planning

mark.campbell@isio.com See full profile
Image Rob Agnew

Partner & Head of Private Office

Rob.Agnew@isio.com See full profile
Image Ajith Balan Nair

Partner, Head of Portfolio Management & Research

ajith.nair@isio.com See full profile