Membership Directory - Individual
Richard Bradley-Peters
Senior Compliance Manager at Succession Wealth
About
Bio: Richard is a Senior Compliance Manager for Succession Wealth. He’s part of a team that helps oversee the firm’s regulatory compliance requirements, having joined them in November 2023.
Since 2009, Succession has built up a national firm of more than 200 Wealth Planners delivering high-quality independent financial advice to more than 20,000 clients throughout the UK.
They are committed to forming long-lasting relationships with their clients to help them achieve more with their money. Clients are at the heart of everything they do and looking after their wealth journey is a privilege. Succession looks to build relationships that last longer than a lifetime and are proud to provide advice across generations.
Succession is committed to building a culture of inclusion and diversity. Having a diverse team of employees enables them to grow, innovate and better understand the communities in which they operate.
As such, Succession has a DE&I committee made up of colleagues who have real living experience of the broad range of diversity that makes all who we are, as well as supporting Ally’s. Richard has joined the committee and offers his support within the LGBTQI+ area.
Richard began his career in Financial Services in 1995 and has seen many changes. In much of this time, he has not knowingly met another out gay person in the industry, despite attending many networking and various industry seminars. Richard states “It has at times felt a lonely place to be”.
After being with his previous employer for over 8 years, Richard said it was a very strange feeling upon joining Succession, having to go through the whole “coming out” experience all over again when asked about “family”. Richard adds that he felt more apprehensive about this, than the "first day" at new a job nerves, as you never know what the reactions will be. Richard refuses to hide who he is, he states that. “If you don’t feel you can be your “full self” at work, then you will never be able to showcase your complete talent and ability and be your best”. Knowing Succession’s DE&I of course helped on joining.
Since 2009, Succession has built up a national firm of more than 200 Wealth Planners delivering high-quality independent financial advice to more than 20,000 clients throughout the UK.
They are committed to forming long-lasting relationships with their clients to help them achieve more with their money. Clients are at the heart of everything they do and looking after their wealth journey is a privilege. Succession looks to build relationships that last longer than a lifetime and are proud to provide advice across generations.
Succession is committed to building a culture of inclusion and diversity. Having a diverse team of employees enables them to grow, innovate and better understand the communities in which they operate.
As such, Succession has a DE&I committee made up of colleagues who have real living experience of the broad range of diversity that makes all who we are, as well as supporting Ally’s. Richard has joined the committee and offers his support within the LGBTQI+ area.
Richard began his career in Financial Services in 1995 and has seen many changes. In much of this time, he has not knowingly met another out gay person in the industry, despite attending many networking and various industry seminars. Richard states “It has at times felt a lonely place to be”.
After being with his previous employer for over 8 years, Richard said it was a very strange feeling upon joining Succession, having to go through the whole “coming out” experience all over again when asked about “family”. Richard adds that he felt more apprehensive about this, than the "first day" at new a job nerves, as you never know what the reactions will be. Richard refuses to hide who he is, he states that. “If you don’t feel you can be your “full self” at work, then you will never be able to showcase your complete talent and ability and be your best”. Knowing Succession’s DE&I of course helped on joining.
For this reason, he feels it is of vital importance that there is much more visibility of LGBT+ people and role models in Financial Services. He believes that the “LGBT great” network is a huge asset to visibility, engaging firms large and small and for all LGBT+ employees to embrace the diversity and talent that LGBT+ people can bring. He believes being a role model and sharing his story with “LGBT great” can help advance the message, to help others who want a career in Financial Services, in that identifying as LGBT+ is not going to hold you back.
Richard is an openly gay man and values all areas of diversity and inclusion. Having got engaged to Lyndon in the summer of 2018, they managed to marry in the autumn of 2020 (despite Covid), but like many others, Covid-19 prevented a full celebration.
Outside of work, Richard previously volunteered as a Police Officer (Special Constable) for Northamptonshire Police, a role he undertook between March 2012 and April 2019. A special Constable has exactly the same powers/training/responsibility/uniform as a “regular” Police officer – just not paid. When he left service he was an Inspector by rank, responsible for around 120 Special Constables, and part of the senior leadership team. Together with another Inspector, he helped re-launch a LGBT+ network for all the Special’s within the force who identify as such, to ensure that they felt included, valued, and had support. The force as a whole is absolutely committed to having a diverse workforce and encourages everyone to bring their “whole self” to the role to mirror the communities that they serve. He does still volunteer with Northants police, but no in a different role.
I am proud to be a project 1000 model because it gives me the opportunity, as a gay professional man within the Financial Services sector, to showcase that we can be visible and successful. We bring real additional insight and representation to our profession. It further empowers and enables LGBT+ people, to increase industry engagement and help us all achieve our goals, be they personal and/or professional. It also shows younger generations starting out after education, that our profession is an accepting and inclusive one, where you can be yourself in an historically male and straight profession. I hope to be able to impart my "wisdom" and support to anyone who wants it.