Richard has joined forces with Meredith Cornelius and Richard Harden to form Totara Wealth Management, a new financial services business offering investment, financial planning, and UK Pension advice. Richard comes to Totara Wealth from the BNZ Nelson after 9 years as an investment adviser. “I’m excited to be joining Richard and Meredith as we share common values - the key one being to provide independent advice to clients - combined with client service second to none. That is the foundation of our business”.
“Relationships based on trust are crucial in our profession and I’ve got to know my clients very well over the years. The hardest thing about moving on is leaving my clients. I am though very excited about this new venture and look forward to serving both new and old faces in my new position.”
“Our offices are upstairs in the historic Nelson Mail Building on Bridge Street. I’m looking forward to our Open House and meeting our clients. Feel free to pop in and say hi”.
Richard can be contacted on 03 548 9000 or 021 284 4881 or by email rg@totarawealth.co.nz.
Richard Grimes
joins us with a wealth of experience from a 10-year career as an AFA