Real Wealth Welcomes Richard Stock and Michelle Epstein to Taunton Office

Real Wealth is delighted to announce the appointment of Richard Stock and Michelle Epstein as Financial Planners, further strengthening our presence in the South West from our Taunton office.

Both Richard and Michelle bring a wealth of experience, deep technical expertise, and a shared commitment to delivering high-quality, long-term financial planning to clients and professional introducers alike.

Richard Stock – Specialist in Entrepreneurs, Business Owners & Rural Planning

Richard joins Real Wealth from Liberate Wealth in Taunton, bringing extensive experience advising:

• Entrepreneurs and business owners
• Medical professionals
• Landowners and rural clients

Richard is particularly known for helping clients navigate complex financial planning challenges arising from recent budget changes, especially where business structures, land ownership, and taxation intersect.

His pragmatic, forward-thinking approach makes him a valuable partner for both clients and professional introducers seeking clarity in an increasingly complex financial landscape.

Michelle Epstein – Trusted Adviser to Families and Business Owners

Michelle joins from Milsted Langdon Financial Planning & Schaefer Financial Management and has built a strong reputation for advising:

• Entrepreneurs and business owners
• Medical professionals
• Families seeking long-term financial security

Michelle specialises in holistic financial planning, helping clients align their wealth with their personal and family goals. Her approachable style and attention to detail make her particularly valued by clients looking for ongoing, trusted advice.

Strengthening Our Taunton Presence

The addition of Richard and Michelle reflects Real Wealth’s continued investment in the South West and our commitment to supporting:

• Clients seeking clear, expert financial guidance
• Professional introducers looking for a reliable planning partner
• Business owners navigating increasingly complex financial decisions
• Long term commitment to the local communities in the region.