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Richard Cupples

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development.

About

Richard Cupples Wealth Management was established in 2016, when its Principal Richard Cupples accepted an invitation to join St. James's Place. Prior to this, Richard had provided financial advice for other well respected financial institutions.


Richard Cupples Wealth Management specialises in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages with experience of over 15 years in the financial services industry. Based in Solihull, we are well placed to provide sound advice to clients across the breadth of the Midlands.


I was lucky enough to become a Financial Adviser at the age of 18 when I was given the great responsibility of giving advice to a vast number of existing investment, pension and protection clients. Over the next 15 years I maintained a high level of service with several financial institutions and progressed my career through getting involved in more specialist areas of financial planning.


I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.


Outside of my business, I am a keen cricketer and I am very proud to say that I play for Castle Bromwich Cricket Club in the Warwickshire Cricket League. I also love to take part in quizzes and I am very lucky to have appeared on several television quiz shows including The Weakest Link, Pointless and Fifteen to One.


I am a very proud family man. I have many hopes and aspirations for my family and I have put plans in place which aim to achieve all of them. The financial plans I have in place for my family have helped me immensely in understanding the needs of my clients.


Fundamentally I see my approach as one of problem-solving for the client - rather than product selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 04/04/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.