Richard's reviews
Reviewed for
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 7 )
Repeat review
by a verified client in Pembrokeshire
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 Maddern helped you since your last review?
We have had our annual review on our investment plans and goals and have been very happy with the results and the progress made. Richard is always on hand - if we have any query we telephone and if he is not immediately available he will always return the call within a short space of time. we can fully recommend Richard and have done to friends and work colleagues who have required advice on up coming retirement plans/investments and they too have been very pleased with the suggestions and advice that Richard has provided and will return.
Repeat review
by a verified client in Merthyr Tydfil
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 Maddern helped you since your last review?
Richard, was available at short notice to discuss my retirement planning. I decided to bring forward my plans by a few months and Richard visited me twice within a short to put plans in place.
Repeat review
by a verified client in Pembrokeshire
5 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?
Has helped sort out issues with the Pension Provider - also sorted out my drawdowns
Repeat review
by a verified client in Neath Port Talbot
5 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 has helped to reassure me that everything is OK for when the pension changes happen next year.
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?
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.