0330 038 8939
Based in Bank
View locationChecks carried out by VouchedFor
FCA Regulated
Russell and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Russell and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Russell has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Russell has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Russell has not yet added their fees to their profile
Fees not yet added
Russell has not yet added their fees to their profile
66
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 66 first impressions)
80% of users who are not yet clients had a positive first experience with Russell
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 66 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Russell and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Russell and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Russell has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Russell has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Russell has not yet added their fees to their profile
Fees not yet added
Russell has not yet added their fees to their profile
66
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 66 first impressions)
80% of users who are not yet clients had a positive first experience with Russell
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 66 first impressions)
I have recently been voted into the top 200 IFA's on Vouchedfor. I have 38 years experience within the Financial Services sector dealing with clients needs and objectives and providing independent advice. As a Chartered Financial Planner I have taken the time to develop my technical competence and have attained this status as accredited by the Charted Insurance Institute (cii). I work from the 'whole of the market' offering totally independent advice across all the providers who offer investments and pensions. I deal with all ages of clients who are at different stages of life, from planning education costs for their children to planning for their retirement, I deal with both individual and companies. I enjoy my chosen career and pride myself on helping my clients understand how pensions and investments work for them. I offer an holistic review to ensure we have a rounded picture before making any recommendations. I review each clients portfolio with them twice a year to ensure they are on track and kept up to date with events and legislation which may affect their objectives. I am always there for them if needed. Our first meeting would be free of charge and would allow me to understand exactly what it is you are trying to achieve, but also give the client time to ask any questions with regards process etc. Once we both have a clear picture we can then move forward, I can provide suitable options and make a recommendation. I enjoy advising a range of clients, from those with complex financial planning issues to those just starting out in their careers. I advise on the following areas: Retirement Planning Investments including ethical funds Protection Mitigating Inheritance Tax Tax Efficiency Financial Planning in Divorce Estate and Succession Planning
Offers available through VouchedFor
Contact Russell through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Russell's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Mortgage value
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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