Richard Pearce

Richard Pearce

Richard Pearce Wealth Management Ltd

Richard's reviews

Reviewed for

Insurance and Protection ( 11 )

Pensions ( 32 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 15 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 8 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 11 )

£100k - £200k ( 2 )

Up to £50k ( 3 )

£50k - 100k ( 4 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Richard

Richard has provided me with pension and savings advice recently which has been super helpful! He is very friendly and great at explaining the given advice. Highly recommend!

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Richard

Gave excellent advise and answered all my queries swiftly and professionally. Highly recommend and looking forward to the future.

Review

by a verified client in Surrey

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension advice required.

How has Richard Pearce helped you?

Richard Pearce has been extremely helpful and professional. His help and advice has been invaluable.

Have you seen the outcome you were hoping for?

Yes. Excellent outcome.

What could they have done better?

Nothing. Richard Pearce is open and honest and offers the best advice

Review

by a verified client in Hampshire

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Finances were a mess and needed someone to help me get a grip of them and was recommended to see Richard from a friend

How has Richard Pearce helped you?

Pensions are now invested correctly and Richard provided me with some cash flow forecasts to evidence as long as I continue to contribute to my pension I will get the retirement I want

Have you seen the outcome you were hoping for?

Yes, thank you for what you have done

What could they have done better?

No really happy

Review

by a verified client in Wiltshire

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I’m a director of my own business and needed advice setting up a pension for the limited company

How has Richard Pearce helped you?

Richard set up my new pension and will now liaise with my accountant to help me plan for my future and save on corporation tax

Have you seen the outcome you were hoping for?

Yes very happy with my new pension

What could they have done better?

N/A