Richard Pearce

Richard Pearce

Richard Pearce Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Basingstoke
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Top Rated 2025
Verified since: November, 2022

5 out of 5

53 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 June 2025

    Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Richard has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 May 2025

    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

    2 qualification certificates available to view

    Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Richard has not yet added their fees to their profile

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Richard

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 11 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 June 2025

    Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Richard has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 May 2025

    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

    2 qualification certificates available to view

    Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Richard has not yet added their fees to their profile

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Richard

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 11 first impressions)

Richard Pearce Wealth Management operates from offices in Andover, Basingstoke, & Newbury, extending bespoke wealth management advice to clients and corporations across Hampshire, Berkshire, and neighbouring regions. With a wealth of experience spanning over 20 years in financial planning, our mission is to safeguard and cultivate the prosperity of our clients and their families. We continuously enhance our knowledge and expertise to provide tailored financial advice, catering to individuals from all walks of life, regardless of their circumstances. We take great pride in fostering strong, personalised, and enduring relationships with our clients, providing a comprehensive and professional wealth management service that spans a lifetime. At Richard Pearce Wealth Management we provide financial planning advice on but not limited to: - * Financial Planning & Advice * Investment Planning & Advice * Retirement Planning & Advice * Pension Planning & Advice * Protection Planning & Advice 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 22/04/2025

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£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).

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