Richard's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 30 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 8 )
£50k - 100k ( 4 )
Review
by a verified client in Yorkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for general advice but mostly Mortgage service
How has Richard Marshall helped you?
He provided me with general information about my finances and my current situation but also provided me with competitive mortgage offer
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing the service provided was exceptional
Richard:
Thank you for leaving Richard a great review. We are happy we could help you with your mortgage. Congratulations on buying your first home.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Richard
Richard and the team are extremely knowledgeable in their field and gave us a lot of advice on our future wealth planning. They do not give you a hard sell and are honest with their advice which is made simple and easy to understand. If you are considering seeking financial advice chose Richard and his team.
Richard:
Thank you for taking the time to leave a great 5 star review. We are happy we could help you and we look forward to working with you again in the future should you need us.Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Richard Marshall helped you?
Without Richards help I would most definitely taken the wrong choices
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
Richard:
Thank you for leaving Richard a fantastic 5 star review. We are glad we could help with your pensions and planning for retirement.Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was bring made redundant and wanted advice if I was able to retire
How has Richard Marshall helped you?
He made it reality
Have you seen the outcome you were hoping for?
Yes and living the dream ?
Richard:
Thank you for leaving Richard a 5 star review.Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted fresh ideas on what to do with our savings and pensions
How has Richard Marshall helped you?
Consolidated our pensions and savings where appropriate given us excellent advice and enabled us to hopefully retire earlier than expected and increased our funds through investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think anything could have been improved
Richard:
Thank you for leaving Richard a great 5 star review. We are pleased we could help you with your savings and pensions.