Richard Marshall

Richard Marshall

Christopher Little & Co

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

13 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.