Richard's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 5 )
Pensions ( 75 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 46 )
Auto Enrolment ( 1 )
Investments and Savings ( 89 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 45 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 52 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 20 )
£100k - £200k ( 7 )
Up to £50k ( 8 )
£50k - 100k ( 5 )
Repeat review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Meats helped you since your last review?
Having now retired it's been very reassuring having someone with a clear view of where we should be going and how to get there.
Richard:
Thanks for taking the time to leave a review. I look forward to catching up again soon and hearing how the first few months of retirement have been.Repeat review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Meats helped you since your last review?
Richard continues to do annual reviews and advise changes if needed. Our Bond was not performing well, so Richard made some changes and the result has been encouraging. He also advised recently about going for cash ISA rather than SS ISA, which showed his integrity that he was not just after business.
Richard:
Thanks for taking the time to leave your feedback. I look forward to catching up again on our next reviewRepeat review
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Meats helped you since your last review?
Efficient tax planning
Richard:
Thanks for taking the time to leave your positive feedback it is much appreciated. I look forward to catching up again soon.Repeat review
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Meats helped you since your last review?
Richard continues to visit us annually to discuss our portfolios position at the present time and to discuss our future plans, short term and longer term. Richard talks through our present position with a strong consideration of our health and welfare and family situation at the present time. He will then make suggestions for us to consider and discuss what is the best decisions taking into consideration our attitude to risk.
Richard:
Thanks for taking the time to leave this kind feedback. I'm glad you continue to be happy with things and I look forward to catching up again on your next review.Repeat review
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Meats helped you since your last review?
Richard continues to provide excellent service. He thoroughly understands our financial situation, and our goals, both in the long and short term. His knowledge of matters financial is formidable but he makes sure we thoroughly understand his suggestions and recommendations. It's very reassuring that Richard is there helping us manage our finances.
Richard:
Thanks for taking the time to leave this positive feedback it is much appreciated. It was good to catch up recently for your review.