Richard Baimbridge

What is your average day like:‍

My mornings start with my son – his energy is the best kind of alarm clock! We share breakfast before I head to work to focus on my clients. I spend a lot of time in meetings, whether that’s reviewing financial plans, discussing goals, or guiding clients through decisions. I love helping my clients feel confident and on track, tailoring advice to their unique circumstances, and watching their plans progress over time. Every meeting is an opportunity to build trust and deepen the relationship, making sure they feel supported every step of the way.

What do you like most about your job?

What I love most is helping people shape their future and watching it unfold step by step. My role is to give clients clarity and a roadmap that leads not just to financial security, but to the goals and aspirations that matter most. It’s about helping them create a life they truly want to live - having direction, purpose, and confidence in the path ahead.

How long have you worked in Financial Services

I’ve worked in financial services for 14 years and have specialised in retirement planning for the past four. It’s been an incredibly rewarding journey helping clients take control of their financial futures.

Meet with Richard

What Richard's Clients Have to Say

Rachel

Richard’s expertise and friendly approach gave me clarity and confidence in managing my pensions.

Sarah

He listened carefully and tailored advice to suit my retirement needs. Truly reassuring support.

Mark

Professional, approachable, and clear—Richard made financial planning a positive experience.

Ginevra

His guidance boosted my confidence about my financial future. Highly recommended!

Holly

Always available and supportive, Richard gives advice with precision and care.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Richard is a Senior Financial Planner at Capstone Financial, providing clients with holistic, tailored financial advice. He works closely with senior executives and business owners, helping them plan for retirement, protect their family or business, and maximise their wealth through tax-efficient financial strategies.
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Richard’s approach starts with understanding what truly matters to his clients, uncovering their goals and aspirations, and crafting a robust financial plan designed to help them achieve their objectives and build the future they want. He takes pride in building long-term, trusted relationships and guiding clients with clarity and confidence at every stage of their financial journey.

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Outside of work, Richard enjoys golf, padel, and football, as well as spending quality time with his young son and partner - the perfect way to relax, recharge, and stay inspired.

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