Richard Wright FPFS ChMCSI
Managing Director
Chartered Financial Planner

About Richard

Richard began his financial services career in 2008 with the UK arm of a major US wealth manager where he trained and qualified as both a Stockbroker and an Independent Financial Adviser, dividing his time between his home in Devon and a head office in London.

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Richard then chose to focus on financial advice, continued his studies and went on to attain Chartered Financial Planner status with the Personal Finance Society in 2015.

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For six years he was an Independent Financial Adviser and a senior member of the personal financial planning team at PKF-Francis Clark, the largest Chartered Accountants in the South West, where he headed the department in their Plymouth office.  He also worked as the Financial Planning Director in the Exeter office of Investec, a major global wealth manager & private bank, providing advice to high net worth clients with complex needs.

Following further experience at Centurion Chartered Financial Planners, a highly respected independent firm, he founded ClearView Wealth in 2024.

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Richard lives in Sidmouth with his wife April and their two cats.  Richard and April love exploring this beautiful area of the country together as well as regularly venturing abroad.  Richard is a keen rugby fan and season ticket holder at the Exeter Chiefs.

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Professional Memberships and Qualifications 

• ​​Chartered Fellow of the Personal Finance Society

• Chartered Member of the Chartered Institute of Securities and Investments

• Affiliate Member of the Society of Trust and Estate Practitioners (STEP)

• Chartered Financial Planner

• PFS Advanced Diploma in Financial Planning

• Certificates in Long Term Care Advice, Securities, Mortgage Advice and Equity Release