0330 038 8941
Based in Bournemouth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Richard has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 11 client reviews 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: 23 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.
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Richard has not yet added their qualifications to their profile
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Richard has not yet added their qualifications to their profile
Transparent Fees
Richard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Richard has provided information on their typical fees
Richard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Richard has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 11 client reviews 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: 23 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.
Qualifications Uploaded
Richard has not yet added their qualifications to their profile
Qualifications not yet added
Richard has not yet added their qualifications to their profile
Transparent Fees
Richard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Richard has provided information on their typical fees
Richard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
As an independent retirement financial planner I can help you as a working professional or retiree review your pensions and investments to achieve your personal retirement goals. Retirement planning has debatably never been more important. My goal is to understand the retirement you look forward to, and then build a tailored financial plan to help you achieve it. You may not want to work until your state pension commences, or may wish to take holidays that you didn’t have time for during your working life. The earlier you plan, the greater the potential you have to achieve your goals. I will help you… – plan to generate a sustainable retirement income – review your existing pension arrangements and advise if they can be improved or consolidated, including final salary (defined benefit) pensions – setup new investments to maximise your retirement income – produce a cash-flow model tailored to your retirement age and income requirements – create tax efficiencies with your investment accounts where possible, including inheritance tax planning Please call or email me to arrange your free initial no obligation consultation to discuss your retirement goals. I look forward to hearing from you…
Offers available through VouchedFor
Contact Richard 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 Richard's clients
Based on responses provided by clients who have reviewed this adviser
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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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