Richard's reviews
Reviewed for
Insurance and Protection ( 11 )
Pensions ( 39 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
Review
by a verified client in Surrey
11 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To transfer my pensions
How has Richard Pearce helped you?
He’s professional, knowledgeable and offers excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, excellent service
Review
by a verified client in Hampshire
12 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for an advisor to help with planning my retirement
How has Richard Pearce helped you?
Richard has been great in helping me understand what I need to be doing to maximise my portfolio
Have you seen the outcome you were hoping for?
Yes, the markets move, but I’m pleased with how everything is going
What could they have done better?
I can’t think of anything really
Review
by a verified client in Hampshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Complexity of the financial market
How has Richard Pearce helped you?
He has helped me in many ways by guiding me with my investments and helping me consolidate pensions.
Have you seen the outcome you were hoping for?
Better than what I expected
What could they have done better?
No
Review
by a verified client in Hampshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pensions were a mess.
How has Richard Pearce helped you?
Richard has been extremely helpful, and improved my pensions which are now growing.
Have you seen the outcome you were hoping for?
Yes absolutely, all good so far.
What could they have done better?
Nothing, I have been very happy with Richard.
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have started a limited company and had no pension in place. My accountant recommended I start a pension to help reduce my corporation tax bill and Richard come highly recommended
How has Richard Pearce helped you?
Richard was brilliant. He asked me what my plans were starting now and at every stage of my life. From that he was able to put a plan in place to help me save for my retirement investing the right amounts every month to ensure I have enough to fund my retirement. He called it designing my retirement
Have you seen the outcome you were hoping for?
Yes I have a great plan in place and I will also start reducing my corporation tax bill
What could they have done better?
He has been great so far. Very impressed
Richard:
Thank you so much for the great review. Setting up pensions for new and up coming limited companies is a real passion of mine and I am glad I could help start your retirement journey and save you some corporation tax along the way