Richard Dickinson

Richard Dickinson

Dickinson Wealth Management Ltd

Richard's reviews

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 1 )

Pensions ( 54 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 35 )

Investments and Savings ( 65 )

Pension Transfers - Non Specialist ( 21 )

Inheritance Planning ( 12 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 11 )

Financial Planning ( 43 )

Financial Mentoring ( 7 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 13 )

£200k - £500k ( 22 )

£100k - £200k ( 12 )

Up to £50k ( 6 )

£50k - 100k ( 9 )

Repeat review

by a verified client in West Yorkshire

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Richard Dickinson helped you since your last review?

Excellent financial planning.

Repeat review

by a verified client in West Yorkshire

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 Dickinson helped you since your last review?

Advice around maximum Annual Contributions and discussions around IHT

Repeat review

by a verified client in North Yorkshire

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 Dickinson helped you since your last review?

Richard is always available to meet and discuss any questions I might have. On meeting him, I was given a full breakdown on my investment which showed a significant return for the year - delighted. I discussed my options and made my decision. Within a week everything was sorted. I am very pleased with the support and advice I get from Richard. I am confident in his ability, which gives me peace of mind.

Repeat review

by a verified client in West Yorkshire

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 Dickinson helped you since your last review?

Richard has given me really sound advice regarding my pensions

Repeat review

by a verified client in Nottinghamshire

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 Dickinson helped you since your last review?

Has continued to provide advice during a difficult year as a result of my wife jenny also an investtor having a scecond bleed to the brain