Richard Bishop

Please provide a brief comment about your experience with Richard

Fine

Please provide a brief comment about your experience with Richard

Good communication, easily available, good telephone manner

What were the circumstances that caused you to initially look for an adviser?

Needed advice on a medium size pension

How has Richard Bishop helped you?

We talked through all the various options

Have you seen the outcome you were hoping for?

Couldn't have been a worse time to advise anyone what with Brexit, Trump and Covid 19 all at once but I think Richard has done well in the circumstances

What could they have done better?

Can't think of anything

What were the circumstances that caused you to initially look for an adviser?

I was made redundant.

How has Richard Bishop helped you?

I had got a pension and hadn’t got a clue about it, so I gave him all my paperwork and he did the rest.

Have you seen the outcome you were hoping for?

Far better than what I thought was going to happen to it.

What could they have done better?

I’ll be honest, I thought it was above and beyond my thoughts.

What were the circumstances that caused you to initially look for an adviser?

Pooling multiple pensions into one manageable portfolio

How has Richard Bishop helped you?

Richard was able to make sense of the large piles of paper I had, then reach out to all of my historic providers, before pulling the funds together into a risk appropriate pension fund, that's accessable online 24hours a day

Have you seen the outcome you were hoping for?

The Covid financial dip has not helped the level of investment, but the solution provided by Richard is exactly what I was looking for.