Richard's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 15 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 21 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 1 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in South Yorkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially to look after a small inheritance. Then total financial advice.
How has Richard Fyfe helped you?
On my behalf he has invested the money and looked after the investment
Have you seen the outcome you were hoping for?
Yes , being aware of international vagrancies
What could they have done better?
Only if I was willing to take more risks than I wished to.
Richard:
Hi Angela, thank you so much for your thoughtful review and kind words. It's been a real privilege to support you over the years, and I’m so pleased to hear that you feel confident and well looked after. I also really appreciate the trust you’ve placed in me to help manage things accordingly. As always, I’m here whenever you need to talk – whether about your finances or anything else. Best wishes, RichardReview
by a verified client in South Yorkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on my husband's pensions which were in a number of different pots
How has Richard Fyfe helped you?
Richard asks relevant questions and listens to our answers to make sure that he has a good understanding of our current situation and expectations for our future. He is interested in our lifestyle, family and various interests and has advised us accordingly, responding to our individual needs and requests rather than providing a corporate response.
Have you seen the outcome you were hoping for?
Richard has consolidated the pensions and advised us on a number of issues which we raised with him e.g. savings, inheritance/estate planning, property rentals
What could they have done better?
Nothing, everything has been great
Richard:
Hi Jan, thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that you and Tony have felt well supported throughout the process, and that you feel our advice has been shaped around your individual needs and circumstances. It’s important to me that we take the time to understand what matters most to each client — whether that’s family, lifestyle, or future plans — so I’m glad that approach has worked well for you both. I also appreciate your comments on how we’ve handled a range of topics, from pension consolidation to estate planning. Thank you again for your kind words. I look forward to continuing to work together. Best wishes, RichardReview
by a verified client in London
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Richard has been advising me and my late wife for some years.
How has Richard Fyfe helped you?
Helped me to invest at risk level I was comfortable with. Supported me when my wife was ill and after she died. Took holistic approach and not pushy in any way.
Have you seen the outcome you were hoping for?
Yes. Have invested amount I am comfortable with.
What could they have done better?
Nothing. Really good advice and help.
Richard:
Thank you, Peter, for your kind review and for the trust you’ve placed in me over the years. I’m glad to hear the support and advice have felt appropriate and in line with what you’re comfortable with. It’s always been important to take things at the right pace and to focus on what matters most to you, both financially and personally. I’m pleased to know that approach has been helpful, especially during more challenging times. I look forward to continuing to work with you. Best wishes, RichardReview
by a verified client in Yorkshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Suddenly becoming single after divorcing in1999, I had no idea how to plan and invest my money for the future.
How has Richard Fyfe helped you?
I’m now retired and Richard now manages my investments; he is always very thorough and patient in explaining the current situation and any recommended changes. He advises me how to best use my money currently, but with prudency, so that what I have will see me secure in the future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing of which I am aware.
Richard:
Hi Sue, thank you for your kind review and for taking the time to share your experience. It’s been a pleasure working with you over the years, and I’m really pleased to hear that you feel confident and well-supported as you move through retirement. We aim to provide clear, thoughtful advice and it’s good to know that’s been helpful to you. I'm also grateful for the trust you’ve placed in me and I look forward to continuing to support you in the future. Best wishes, RichardReview
by a verified client in Lancashire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After recieving an inheritance
How has Richard Fyfe helped you?
Richard has provided excellent advice on planning for our future while encouraging us to enjoy our earlier retirement years. We greatly appreciate his reassurance and clear explanations.
Have you seen the outcome you were hoping for?
We are very pleased with the outcomes and the continuing support we receive from Richard and the team
What could they have done better?
nothing
Richard:
Hi Heather, Thank you so much for the wonderful review! I’m really pleased to hear that the advice and support we’ve provided has been helpful in planning for your future while also allowing you and Nick to enjoy your earlier retirement years. I’m glad you’re happy with the outcomes so far, and I look forward to continuing to support you both in the future. Your trust and your recommendation mean a lot to me. Best wishes, Richard