Richard Harry

What were the circumstances that caused you to initially look for an adviser?

My wife passed suddenly in 2019. I had no experience in pensions or how best to invest my money. A close friend of my wife highly recommended Richard.

How has Richard Harry helped you?

During our first meeting trust was built and I found Richard genuine and empathetic. Richard has an extensive amount of knowledge and experience and was able to explain complex financial areas in a way that I could understand. He maintains contact regularly and is providing further assistance with my son and daughters private pensions.

Have you seen the outcome you were hoping for?

I am very happy with the bespoke portfolio Richard has set up for me and being able to follow all my investments on an app is above what I expected.

What could they have done better?

Nothing at all, I looked forward to working with Richard in the years to come.

Please provide a brief comment about your experience with Richard

Richard is highly professional, personable, knowledgeable and thorough, with a demonstrable track record of delivering positive results. He has taken into account all of my personal circumstances, existing investments and future plans to prepare a comprehensive and bespoke plan of recommendations for consideration. I would have no hesitation in recommending his services to others.

What were the circumstances that caused you to initially look for an adviser?

I am a retired former senior executive of a large US company formerly based in South Wales. I needed an adviser who I could trust to provide expert advice with managing my pensions and investments in the most tax-efficient manner and to allow me to enjoy a comfortable retirement.

How has Richard Harry helped you?

Richard is highly experienced and knowledgeable and has constructed a bespoke portfolio based on my personal situation and needs. He has been advising me on my financial affairs for a number of years and we have built an excellent, personalised relationship during this time. He is proactive in contacting me regularly to review my circumstances to ensure that we are aligned in agreeing an investment strategy, making periodic adjustments where appropriate.

Have you seen the outcome you were hoping for?

Yes. I’m very happy with the advice and personal guidance provided by Richard and with the performance of my investments against a backdrop of challenging market conditions in recent years.

What could they have done better?

Nothing I can recall.I am highly satisfied

What were the circumstances that caused you to initially look for an adviser?

Thinking ahead to the financial security of my children and their futures.

How has Richard Harry helped you?

Richard has been helpful, attentive, and most of all honest in all the advice he has provided me. He has been my financial adviser for the past 7 years and I have always appreciated his measured yet personable approach.

Have you seen the outcome you were hoping for?

I am confident in the financial plan Richard has helped me put in place, and have peace of mind for the future.