Richard began his career at Merrill Lynch with roles in Capital Markets, Corporate, Private Client and latterly the CFO of the International Private Client Bank. Prior to joining Purposeful Group (formerly Finitor Wealth), Richard was the Finance Director for Succession, a Wealth Management consolidator where he was instrumental in raising private equity funding and successfully completing 10 acquisitions. Richard is a CIMA qualified accountant.
Richard co-founded Purposeful Group in 2018
If you would like to talk to Purposeful Group about how we could help your business or discuss any other opportunities with us, please use the contact details below or the form to the right.
To understand how Purposeful Group can help your business, contact our Co-Founder, Richard Rhodes: