Alfie Richmond
Twelve Wealth Management Ltd
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0208 166 8476
Based in Aldwych
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FCA Regulated
Alfie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Alfie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Alfie has not received any client reviews in the past 12 months
Alfie has not received any reviews in the last 12 months
Alfie has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Alfie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Alfie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alfie has not yet added their fees to their profile
Fees not yet added
Alfie has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alfie (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Alfie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alfie (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Alfie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Alfie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Alfie has not received any client reviews in the past 12 months
Alfie has not received any reviews in the last 12 months
Alfie has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Alfie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Alfie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alfie has not yet added their fees to their profile
Fees not yet added
Alfie has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alfie (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Alfie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alfie (based on 5 first impressions)
As a Financial Planner my key motivation is to understand where my clients are and establish where they want to be in the future. I can then implement a strategy to structure their finances in a way which is tax efficient, personalised, and affordable. I primarily help my existing clients in the following areas: 1. Retirement Planning 2. Utilising Tax Efficient Investment Vehicles. 3. Ensuring the correct level of Insurance is in place 4. Mortgages, Re-mortgages & Buy to Lets 5. Cash Flow Planning Some buy to let mortgages are not regulated by the Financial Conduct Authority. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alfie's clients
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