Where it started
Accountancy
Numbers first. Before the licences and the practice, the discipline of having to make a balance sheet tell the truth — which turns out to be most of the job.
My personal profile
Wealth is engineered.
Never accidental.
I started in accounting. I trained as a leader. I built businesses, exited them, and built new ones. And I learned the same thing each time — the families who build generational wealth don't have better luck. They have a better architect.
My name is Richard Thelwell. Here's how I became one.
How I got here
Then
Leadership, and a uniform
Thirty-five years as a volunteer officer, last command Battalion Commander. It is where the habit of being answerable for other people's outcomes was formed.
Then
Businesses built, exited, built again
Each one taught the same lesson from a different angle, and it is the lesson this practice exists to act on.
Now
One advisor, every chapter
Real estate, life insurance and financing held by one person, so the property, the mortgage, the cover and the estate are four parts of one decision rather than four strangers' opinions.
Years in practice
25+
Across real estate, life insurance and financing — from accountancy roots to a multi-discipline practice.
Insurance
15+
Years as a licensed life insurance agent, and a multiple MDRT qualifier.
Service
35+
Years as a volunteer officer. Last command: Battalion Commander.
What I've built
The work,
by the numbers.
Mastery in financial services isn't a credential — it's a body of work. What follows is what I've structured, qualified for, and served in, across twenty-five years of practice.
The numbers represent only what can be counted. The reputation behind them is what brings clients back.
- Realtor
- RE/MAX Elite Realty
- Life insurance
- LAWE · Lloyd's of London
- Designation
- MDRT Qualifier
If you would like an architect,
start with the drawing.
Six questions and about two minutes shows you what your money is currently on course to produce. It is free, and it is yours whether or not we ever speak.
Show me my number