Richard's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 31 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
Up to £50k ( 8 )
£50k - 100k ( 4 )
Review
by a verified client in West Yorkshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A tricky mortgage situation where Richard’s support and guidance has helped us navigate through the decision in principle and mortgage agreement.
How has Richard Marshall helped you?
Constantly able to pick up the phone and discuss how we can use our decision in principle to make an offer. By being able to talk and pick up the phone to Richard it helped get our situation sorted very quickly which meant we were the first to have our offer accepted. This wouldn’t have been possible without the support.
Have you seen the outcome you were hoping for?
Absolutely. Couldn’t have done it without the support of Richard and also very useful network contacts as well to help us along our journey
Richard:
Thank you for taking the time to leave Richard a fantastic 5 star review. We are pleased we could help you arrange your mortgage.Review
by a verified client in West Yorkshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To allow us to plan for the future
How has Richard Marshall helped you?
He has helped us understand how to make our investments work hard for us and help deliver the lifestyle that we want.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No, we have annual meetings to check progress and discuss any changes to our circumstances.
Richard:
Thank you for leaving Richard a 5 star review. We are pleased we can help you in planning for the future and help you live the lifestyle that you want.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 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
3 months 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
4 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.