Richard Fowler

Richard began his career in 1989, in the City with UBS Phillips & Drew. He left London to join the Bristol office of Albert E Sharp in 1994, where he was based in and around Gloucestershire managing portfolios for Private Clients, charities and trusts either directly, or in conjunction with clients’ other professional advisers; he joined the Raymond James South Cotswolds office in 2017.

Richard is married with three teenage children (and two terriers) and in any spare time he is keen to explore the Cotswolds by motorcycle. A one-time youth football coach, he now helps to run a local football club.

Peter Dunham

Peter first began his financial services career with District Bank back in 1962 and subsequently had considerable experience in the life assurance and investment industry until establishing his own investment management business in 1984. That bank of course no longer exists and many of the traditional practices enjoyed in the investment arena have been ‘modified’ by regulation. His process however has evolved through all of these changes whilst still maintaining essential technical analysis principles. He manages investment portfolios for Private Clients, Trustees and Pension arrangements on a discretionary basis, with Clients in all four corners of the UK and works closely with Clients tax planning advisers and legal representatives.

Married with a young family, he finds that there is little spare time, but they all enjoy “messing about on the river” when time and weather permit!