Richard's reviews
Reviewed for
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 5 )
Repeat review
by a verified client in Pembrokeshire
2 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?
Richrd has helped and advised on all aspects of financial planning. If we have a concern /question with regards gifting, inheritance tax, pensions, stocks and shares/ market fluctuations he is on hand to advise/ recommend immediately. he is able to advise and answer any questions of concerns we have and will return to us once we have contacted him to calm/answer any queries we have raised. we are now in touch with elderly friends and he has guided us also with queries raised with their investments and concerns. He help has been greatly appreciated at all times.
Repeat review
by a verified client in Pembrokeshire
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 Maddern helped you since your last review?
Yes on many occasions
Repeat review
by a verified client in Neath Port Talbot
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 Maddern helped you since your last review?
Been available to answer any queries
Repeat review
by a verified client in Bridgend
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?
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.