Rikesh Bhatt

Rikesh Bhatt

8 Financial Planning Limited

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Telford
View location

Verified since: February, 2022

5 out of 5

82 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 31 December 2025

    Rikesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Rikesh has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 January 2026

    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.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    Rikesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Rikesh has provided information on their typical fees

    Rikesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 12

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rikesh

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rikesh (based on 12 first impressions)

You don't need another Pension or ISA. So, instead, I spend time getting to know you, your current circumstances and, most importantly, your future plans. Based on this, I am able to put together a 'Financial Plan' that answers the really important questions like: -What do I need to do now in order to reach my ideal financial future? -When can I step back from work and focus on other things? -How much can I spend without running out of income? -Are my family going to be okay if I wasn't around? I believe that working in this way means brings clarity, peace of mind and a sense of purpose. I have over 15 years experience in the financial services industry and I feel privileged doing what I do – building deep, meaningful relationships with clients whilst educating and inspiring them to make positive changes in their and their families lives. Outside of my main role, I work as an Education Champion for the Personal Finance Society which involves providing free financial education to local schools, colleges and community groups. In my personal life, I am married and together, we have 3 daughters (which explains the lack of hair). During school holidays, we all share a passion for travel. I’m an avid reader, enjoy cooking , and enjoy sports/fitness.