Simon Richards

Independent Financial Adviser


  • Pensions
  • Annuity
  • Business ownership
  • Mortgage advice

Contact details:

0191 429 0880
Simon Richards

Simon provides a range of support to individuals on mortgages, wealth planning and pensions.

With over 30 years in Financial Services, Simon has worked with national and international companies such as Midland Bank, Lloyds Bank, Dun & Bradstreet, Friends Provident and Corporate Planning Group.

He qualified with a Level 4 Diploma in Financial Planning and AF7 Award in Pension Transfers. In addition, he is has been awarded a Certificate in Mortgage Advice and Practice (CeMAP).

Joining Milsted Langdon in 2023, Simon specialises in advising business owners and clients approaching retirement who are taking an active approach to planning their finances.

Client-focused and proactive, he has almost 20 years of experience working directly with clients, helping them to become more financially efficient and to maximise their wealth, through investment and retirement planning.

Simon is a member of the Chartered Insurance Institute (CII) and the Personal Finances Society (PFS).