Jonathan HowardChief Executive Officer
Jonathan is a Chartered Financial Planner and has worked with in Financial Services for over 30 years. His close work with individual clients and business owners over the years, has meant he has been appointed as Trustee or Executor to a number of clients.
With sale of his firm (Carnelian Capital Management Limited) to Richmond House Group, Jonathan has taken on the role of CEO to guide the business through the exciting period of being part of the IWP group of financial planning firms. When not working, Jonathan enjoys watching football, drinking wine and spending time in Italy.
Wendy DevlinHead of Advisory Services
Wendy Devlin Dip CII, CIFA, CeMAP, MP&ER
Wendy advises private clients, specialising in long-term care and pension planning, and has helped many businesses achieve their long-term goals whilst keeping them compliant with workplace pensions.
Wendy is a highly experienced and qualified adviser who has worked in the corporate sector for over 10 years, and is currently close to obtaining Chartered status. In the two years since joining Richmond House she has qualified in the specialist area of long-term care advice. She also has a great deal of experience working with business owners in both protecting their wealth and extracting it tax-efficiently.
She lives in Clifton and is actively involved with her local hockey club as Ladies club captain. Although she no longer plays, she now has time to watch her son play who is far better than she was!
Richmond House Corporate Services
Carole KitchenerHead of Client Services
Carole joined the Richmond House Group in 1992 having worked for Schroders for eight years, running one of their Central London Branch Administration Teams. At Richmond House Carole has progressed her career throughs several roles including running the Administration Team, Practice Manager, HR for the group and is currently Head of Operations and Corporate Client Services.
Richmond House Corporate Services
Dawn StaffordHead of Governance
Dawn joined Carnelian Capital Management in April 2015, and has worked in the financial services sector for more than 30 years. She attained Certificates in Financial Planning – FPC1,2 & 3 in August 1997 and Certificate for Mortgage Advice- Cemap, in 2003.
As Head of Governance, Dawn makes sure that things run smoothly in accordance with FCA compliance guidelines.
Outside of work, Dawn’s interests include playing golf, Baking and walking the family dog – Betty Boo.
Kristina BaileyFinancial Planner
Kristina Bailey DipFA CeMAP
Kristina Bailey is a Financial Planning Consultant who is proud to be working for Richmond House Wealth Management, and who offers independent advice across a range of financial needs, keeping the client at the heart of everything she does.
Kristina has worked in financial services for the last 23 years, mainly specialising in working with private clients. She has a wealth of experience in financial planning, and provides a holistic range of solutions, including pensions, tax-efficient investments and protection plans. She offers a simple approach to often complicated situations, priding herself on her work ethic and her professionalism.
Her passions are varied, from regular Zumba classes to running and equestrian activities. In addition, she loves to cook for her friends and family, although feels that her culinary skills could be improved.
John MerrifieldFinancial Planner
John Merrifield Dip PFS, Cert CII (MP)
John is a Financial Planning Consultant at Richmond House, and is proud to work for one of Hertfordshire’s leading financial advice and investment management companies.
John has over 28 years’ experience in the financial planning profession and has previously worked for some of the largest organisations in the field. During that time, he has specialised in tax efficient investment strategies, utilising the full range of solutions available. Inheritance Tax planning is a particular focus of his, helping clients to pass wealth down to the next generation rather than to the Chancellor of the Exchequer.
He is passionate about providing his clients with an excellent ongoing service and building long-term relationships with his clients and their family members.
John is an avid motorsport/Formula 1 fan and a member of Goodwood Road Racing Club, where he combines his love for period racing whilst providing advice to some well-known retired racing drivers.
John also supports two charities, the PSP Association and more locally, The Watford New Hope Trust.
John DiazChartered Financial Planner
John Diaz is a Chartered Financial Planner, in his second decade in the financial services industry and specialises in Final Salary Pension Transfers. holding the licence as a Pension Transfer Specialist, enables John to offer full holistic advice. Clients range from those with young families to those in retirement, with the key similarity that they take their finances seriously. John works with clients to stay ahead and in control of their financial position, not only today, but over the years ahead on their financial journey.
Outside of work, John’s focus is his family and spending time with his two young sons . Time permitting John has passion for motorbikes and following motorsport.
Daniel RobertsonChartered Financial Planner
Daniel is a Chartered Financial Planner, with 10 years of experience in the financial services industry and he takes pride in building long-term trusted relationships.
He works with clients, who are typically families, professionals, and business owners based in Hertfordshire, London, and the surrounding Counties, and advises them on a broad range of areas including; pensions, investments, protection, and estate planning. Where Daniel adds the most value is in taking the time to fully understand his clients and their needs, goals, and ambitions and then helping create a robust financial plan to help reach these objectives. Outside of work, Daniel enjoys playing squash, travelling and is a keen motorcyclist.
Beth MillsWill Writer and Trainee Financial Planner
Beth graduated from Nottingham Trent University in 2018 with a Bachelor of Laws and decided to follow the path of becoming a Will writer due to her previous years of work experience in this area. Since joining us, Beth has been working towards gaining her Diploma in Regulated Financial Planning whilst working closely alongside the current advisers to gain further experience and knowledge. Beth is particularly looking forward to forming new client relationships and establishing her own client base within the company. Outside of the office, Beth is kept busy looking after her horse and going to the gym.’
Linsey GarnettTechnical Manager
Linsey Garnett is a Diploma qualified financial planning assistant with 18 years’ experience working in the financial services industry, the last 14 years working in small to medium IFA firms. She is customer focused and prides herself on building strong client relationships. Linsey works closely with her financial advisers to provide the best outcome for their clients and enjoys the challenge of creating bespoke recommendations for clients.
Gemma PearsonClient Support Manager
Gemma’s career in Financial Services began in 2017 when she took on the role managing the client support team at Richmond House. After three years in the role, Gemma decided to focus on building up her technical knowledge and transitioned to become a client support manager. Gemma enjoys supporting the advisers in the research and analysis of financial products and building good relationships with our clients. She is now focused on taking her R0 exams and gaining her diploma.
Chris HarveyClient Support Manager
After completing A Levels in Economics, Finance and ICT, Chris felt that the natural option was a career in the financial services. He began by developing his interpersonal skills at an estate agent head office for two years, and within that role his collaboration skills flourished.
By joining Richmond House this matched his passion and drive to pursue a career in finance. He will be working towards financial planning qualifications over the coming years.
In his spare time, he keeps in sync with local football teams and is an avid Chelsea supporter. Being technologically inclined, he also stays up to date with technological advances and hopes that he can incorporate this into his role.
Tracy AbbottClient Support Manager
Tracy has more than 30 years’ experience in financial services sector, she is an experienced and effective Financial Planning Assistant. Her qualifications include FPC 1 & 2.
Tracy has worked in a variety of roles within the Financial Services Industry, her experience of both large and small companies gives her the ability to multi-task recognising and prioritising tasks and deadlines. She has excellent communication and interpersonal skills and able to provide reliable administrative and management support by applying her business knowledge across any industry.
In her spare time Tracy enjoys reading, cooking, walking, holidays and spending time with her family and friends.
Toni SmithClient Support Manager
Toni started her career at Aviva in 2006, working as a pensions administrator. She joined Richmond House in 2017, and has enjoyed providing clients and advisers with administrative and technical support during this time. She is continuing to improve her knowledge of the industry having passed her R01 and now embarking on the next qualification. Outside of work, Toni helps coach gymnastics and enjoys running, completing the London half marathon last year (2019).
Ashley BrookClient Support Manager
I have spent most of my career in the financial sector based in and around London working for several product providers as well as IFA firms and SIPP and SSAS specialists.
I believe in high quality customer service and enjoy analysing our client’s investment portfolios, pensions, protection and investment funds to ensure they are perfectly suited to their needs and objectives in life.
Outside of Richmond House Wealth Management I run a small photography business specialising in wedding photography.
Hamish HowardAdministration Team Support
Georgina O’ConnellAssistant Client Support Manager
Georgina re -joined the Richmond House team as an administrator in October 2021 having previously work at Richmond House from 2017-2020. She has worked within financial services for over 10 years and obtained a Diploma Pension Administration in 2019 . Georgina works closely with the Paraplanning team creating reports for the annual review process. She has a strong customer service background and strives to deliver excellent client care.
Outside of work, Georgina enjoys spending time with her family including her two dogs, she has a passion for travel /foreign cultures & cuisine having previously worked in the airline industry for 20 years. Georgina enjoys History and loves to visit historical sites and museums. Georgina plays Badminton and tennis.