Richard's reviews
Reviewed for
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 3 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 4 )
Repeat review
by a verified client in Pembrokeshire
22 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Maddern helped you since your last review?
Yes on many occasions
Repeat review
by a verified client in Neath Port Talbot
23 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Maddern helped you since your last review?
Been available to answer any queries
Repeat review
by a verified client in Bridgend
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Maddern helped you since your last review?
Richard is a constant sounding board and is committed to supporting my family to achieve our goals. I have had an issue with my pension provider and Richard has taken this stress from me, liasing with them to sort my query.
Repeat review
by a verified client in Pembrokeshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Maddern helped you since your last review?
Has been in touch regarding progress of my investment/pension with reassurance and advice - He always sees us for a face to face visit annually - more so if you request it . He is always readily available via text/email if we need to speak to him around any questions that may arise - it is comforting to know that he is always on hand if you need him. We have valued and trusted his advice and very pleased with the performance of our funds. Excellent Adviser.
Repeat review
by a verified client in Carmarthenshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Maddern helped you since your last review?
Reassured me that we can work things out to ensure quality of life