Richard Pearce

What were the circumstances that caused you to initially look for an adviser?

To sort out my pensions.

How has Richard Pearce helped you?

He has consolidated all my pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing he was really good and precise. Explained everything.

What were the circumstances that caused you to initially look for an adviser?

We were clients of St James's Place, but had numerous advisers in the past. We are so happy to have had the valued advice from Richard for many years now.

How has Richard Pearce helped you?

Richard has advised us on our investments. We feel confident taking his advice. We feel confident that he has our best interests at heart. He is so approachable and I never feel I have asked a stupid question.

Have you seen the outcome you were hoping for?

Yes, definitely and am very pleased.

What could they have done better?

Absolutely nothing, except maybe not be so approachable and friendly then we wouldn't chat so much and take up his valuable time!

What were the circumstances that caused you to initially look for an adviser?

Myself and my husband were approaching retirement and needed advice

How has Richard Pearce helped you?

Richard has helped us massively. He understands our family and what is important to us financially. He gives great advice which is clearly played out. We are aware of the risks and benefits at every step. He is easy to get in touch with and responds super quickly. He keeps us updated with relevant financial information. Time and time again his judgement has proved to be correct building real trust between us.

Have you seen the outcome you were hoping for?

Better than we hoped for

What could they have done better?

Nothing

How has Richard Pearce helped you since your last review?

Richard is a very knowledgeable man who approaches us in a very warm and calming way, which makes us feel completely at ease, even at a time when the pension has dropped due to worldwide influences - we never feel worried about our finances - highly recommend - thank you Richard

What were the circumstances that caused you to initially look for an adviser?

I took early retirement and needed advice

How has Richard Pearce helped you?

He has advised us on our pensions, saving and accessing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing