Businesses
Audiences
Type
Businesses
Audiences
Type

Filters

Businesses
Audiences
Type
Our People

Richard Greenhalgh

Last Updated: April 24, 2026

I'm the director in charge of managing our Manchester office as well as being responsible for managing significant funds for Investec clients. I look after the assets of private individuals and trusts as well as personal pension schemes and charities. Additionally, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. The establishment of a strong relationship with my clients is of paramount importance, however working as part of a broader team is also critical to ensure that their needs can be met at all times.

Our People

Andy Stevenson

Last Updated: April 24, 2026

I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities. I specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients' individual goals and objectives.