0330 038 8941
Based in Swindon
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FCA Status: Pending
Checks for Richard and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Richard and/or the firm they work for (or are appointed representatives of) are currently pending
8
Recent Client Reviews
Richard has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Richard has not yet added their qualifications to their profile
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Richard has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Richard and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Richard and/or the firm they work for (or are appointed representatives of) are currently pending
8
Recent Client Reviews
Richard has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Richard has not yet added their qualifications to their profile
Qualifications not yet added
Richard has not yet added their qualifications to their profile
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
Hi, I’m a qualified and experienced financial planner with a passion for helping people feel confident about their financial future. I’ve been working in financial services since 2014, supporting a wide range of clients with everything from retirement planning, pensions (both pre- and post-retirement), and investments to protection and building long-term wealth. My client base is wonderfully diverse — from young professionals just beginning their financial journey to older clients finalising theirs. It’s a real honour and responsibility to be entrusted with such personal insights into my clients’ lives — their goals, concerns, and everything in between. I believe that while technical knowledge is essential, truly great advice starts with listening, understanding, and connecting with what really matters to each individual.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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