Richard's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 11 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 30 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Repeat review
by a verified client in Kent
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Cox helped you since your last review?
Richard has continued to provide sound, understandable advise in an area that I would otherwise be lost ion.
Repeat review
by a verified client in East Sussex
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Cox helped you since your last review?
Richard has been extremely helpful in navigating me through the complexities of financial investments and my pension especially against the background of this years new Government
Repeat review
by a verified client in Kent
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Cox helped you since your last review?
He provides me with invaluable advice on how to build my savings and pension in the most tax efficient way.
Review
by a verified client in Dorset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in financial circumstances which meant we needed advice and assistance.
How has Richard Cox helped you?
Richard has been brilliant with helping us to do a thorough review of our current financial situation whilst educating us with the changes we can make to ensure our money works hardest for us and is protected. In addition, with his help, we have started to put in good foundations of insurance and protection which give us peace of mind.
Have you seen the outcome you were hoping for?
We are already feeling the benefits of working with Richard with not only returns on investment but also with the systems in place now that allow us to access and regularly review our financial investments,
Review
by a verified client in Devon
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to be smarter with our money and ensure we were planning realistically for our family now and retirement in the future
How has Richard Cox helped you?
He turns the complexities of families, multiple careers and myriad investments and pensions into a meaningful plan that makes sense
Have you seen the outcome you were hoping for?
We are really pleased with the advice we have had so far. It gives us a great deal of comfort and security to know how to manage our cash flow to reach our target objectives
What could they have done better?
Start advising us sooner!!