0203 544 6810
Based in Epsom
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FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 20 May 2026
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Richard has received 2 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Richard has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.Last checked: 13 April 2026
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.
1
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Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Richard has not yet added their fees to their profile
About
Fully Qualified Financial Planner with over 18 years experience in the pensions and investments industry. After a free initial consultation, I will produce a holistic bespoke financial plan designed around you. We partner with M&G Wealth, part of the Prudential, a FTSE100 company with a 175 year history. We cover protection (life insurance, critical illness cover and income protection), savings and investments, retirement planning, retirement income, estate planning and inheritance tax mitigation.