Richard's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 5 )
Pensions ( 84 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 51 )
Auto Enrolment ( 1 )
Investments and Savings ( 97 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 48 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 61 )
Financial Mentoring ( 9 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 21 )
£100k - £200k ( 8 )
Up to £50k ( 8 )
£50k - 100k ( 6 )
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make sure I was making the most of all options, from financial investments to pensions initially personally, but latterly added in commercially too.
How has Richard Meats helped you?
Clear and simple advice and assistance in all financial matters
Have you seen the outcome you were hoping for?
Yes, outcome has been as good as I had hoped for
What could they have done better?
Nothing
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Uncertainty about my financial future planning.
How has Richard Meats helped you?
Richard helped me to understand my current financial situation and available options for investment and retirement planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement
How has Richard Meats helped you?
Richard has consolidated our finances, making it easier to comprehend our circumstances. He has given us advice on financial management and future planning.
Have you seen the outcome you were hoping for?
In spite of the current economic situation, we are so far pleased with the progression.
Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assist and advise on pension planning.
How has Richard Meats helped you?
He has dealt with my pensions and assisted in dealing with the pension companies.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I are expecting our first child which comes with a lot of additional cost and uncertainty. We thought it would be a good time to engage a financial advisor to ensure we are being smart with our money and investments. We also needed to ensure we had the relevant insurances in place to maximise coverage in case of an unexpected life event.
How has Richard Meats helped you?
Richard has been fantastic. He has explained the process and at every stage and ensured we are comfortable with the financial decisions we have made. My pension is now working smarter in line with my risk appetite and we have life, critical illness and income protection cover which gives additional peace of mind. Richard continues to support us with regular touch point meetings.
Have you seen the outcome you were hoping for?
It's too early to tell but we feel much more comfortable from a retirement and insurance perspective.
What could they have done better?
Nothing