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 Authority
Last checked: 20 May 2025
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 verified
Verified 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: 04 June 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.
1
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 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
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
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: 20 May 2025
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 verified
Verified 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: 04 June 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.
1
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 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
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
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.
£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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