Richard's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 41 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 25 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 8 )
£100k - £200k ( 3 )
£50k - 100k ( 5 )
Up to £50k ( 13 )
Review
by a verified client in West Yorkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My income fluctuates due to working in sales, I needed someone who could take an holistic, long-term view of my financial situation and help me plan accordingly.
How has Richard Marshall helped you?
Richard was able to help me plan both for the short and long term based on my income for that particular year. He was also able to help me with tax effective solutions such as salary sacrifice which I know existed, but didn't really understand in detail.
Have you seen the outcome you were hoping for?
I feel more secure for my families financial future and confident that with Richard as an adviser, we will continue to monitor how best to use my income.
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Peace of mind that my finances were being monitored by someone more competent than me.
How has Richard Marshall helped you?
Over the past few years Richard has overseen all my finances and given me good advice in how to dealwith them.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with the service I have received.
Richard:
Thank you, Jean, for taking the time to leave such a kind review. I really appreciate you sharing your experience, and I’m pleased to hear that the support provided over the past few years has given you the peace of mind you were looking for. Knowing that you feel confident your finances are being monitored carefully and competently is exactly what good financial planning should deliver. I’m glad that overseeing your arrangements and talking through the options together has helped you feel comfortable with the decisions being made and the direction your finances are taking. Clear, steady guidance and ongoing support can make a real difference, particularly as circumstances change over time. It’s great to hear that you’ve seen the outcome you were hoping for and that the advice has worked well for you. Thank you again for your trust and for taking the time to share your feedback on VouchedFor. I look forward to continuing to support you and help ensure your financial plans remain on track in the years ahead.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?
First time buyers looking for a property
How has Richard Marshall helped you?
So far he has helped us secure a mortgage
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Richard:
Hi Harris, it was great to work with you and I'm glad that i was able to help you with your mortgage needs. We strive to ensure the process is as pain-free as possible, so it was reassuring to hear that this process worked well for you.Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially we need to remortgage
How has Richard Marshall helped you?
Richard assists us with our financial planning ensuring that we have enough to meet our future needs by tailoring his advice/recommendations to our particular circumstances
Have you seen the outcome you were hoping for?
Yes - we are in a much better place when it comes to understanding financial planning and the options available to us
Richard:
Hi Peter, I’m really pleased to hear that the support provided has helped you feel more confident and informed about your financial planning. Beginning with a remortgage and then building a clearer picture of your long‑term needs is a very natural journey, and it’s great to know that the advice has been useful in shaping your plans for the future. Understanding what you want your financial life to look like and tailoring recommendations to suit your circumstances is always at the heart of good planning. I’m glad this approach has helped you feel better equipped to make decisions and to understand the options available. Seeing clients gain clarity and peace of mind over time is genuinely one of the most rewarding parts of the work. Thank you again for sharing your experience. I look forward to continuing to support you as your plans evolve and your financial goals develop.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?
Buying our first home
How has Richard Marshall helped you?
He helped talk us through the home purchase process, find us a decision in principle, find us a good mortgage and did the application for us, recommended a solicitor and surveyor and set up life insurance and income protection for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Richard:
Thank you for taking the time to share your review. I’m really pleased to hear that you felt fully supported throughout the process of buying your first home, as this is such an important milestone and can often feel quite daunting. It’s great to know that talking through each stage together helped make the experience clearer and more manageable for you both. I’m glad the guidance around securing your decision in principle, sourcing the right mortgage, and handling the full application was helpful. Ensuring you had trusted recommendations for a solicitor and surveyor, as well as putting suitable life insurance and income protection in place, is all part of making sure you move forward with confidence and long‑term security. It’s wonderful to hear that you achieved the outcome you were hoping for. Thank you again for sharing your experience on VouchedFor, and I wish you all the best as you settle into your new home.