0118 443 0189
Based in Wokingham
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: July, 2020
5 out of 5
Checks 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 April 2025
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
8
Recent Client Reviews
Richard has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 8 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 November 2024
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 not yet added their fees to their profile
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Richard has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 7 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 7 first impressions)
Checks 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 April 2025
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
8
Recent Client Reviews
Richard has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 8 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 November 2024
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 not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 7 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 7 first impressions)
I have over 25 years experience in the financial services industry, since graduating from the University of Reading in 1997. I have worked in account management roles for Prudential and AIG, before moving on to be a financial adviser helping my clients achieve their financial goals. Outside of work, I am a keen runner and enjoy spending quality time with my wife and children.
£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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.