Richard Marshall

Richard Marshall

Christopher Little & Co

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

5 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

15 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

3 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.