Richard's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 9 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pension
How has Richard Payne helped you?
Reassurance about best approach
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to have ongoing investment advice and consolidate my pensions.
How has Richard Payne helped you?
Yes.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Richard
Excellent knowledge. Friendly and efficient and understood my needs. Highly recommend
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Various pensions with previous employers needed consolidation
How has Richard Payne helped you?
Advice for current and future financial planning
Have you seen the outcome you were hoping for?
Yes on the whole
What could they have done better?
Clarity on cost of services
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Richard
Richard is the ultimate professional with a kind and friendly manner. He has great patience, giving clear and understandable answers to my questions along with advice and occasional humour.