0330 038 8942
Based in Farnham
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
Last checked: 02 January 2026
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
9
Recent Client Reviews
Richard has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 9 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: 22 September 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.
7
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates 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 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
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 11 first impressions)
I believe in the incredible benefit of holistic financial planning and in helping clients to achieve and maintain the lifestyle that they desire. I can offer an initial meeting at no cost to you and without obligation, to see if I can be of any interest or benefit to you.
