0330 038 8941
Based in Belfast
View locationChecks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Richard has not received any client reviews in the past 12 months
Richard has not received any reviews in the last 12 months
Richard has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 March 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Richard has not received any client reviews in the past 12 months
Richard has not received any reviews in the last 12 months
Richard has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 March 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 6 first impressions)
Richard Schwartz a Fellow of the Personal Finance Society, Chartered Financial Planner. A passionate and sought after financial adviser who specialises in corporate and personal financial planning and with more than 25 years experience, Richard provides bespoke solutions for his clients based on both the personal and individual needs of their businesses and unique situations. Richard has built and developed a successful financial planning practice that puts the client at its core, working closely with a diverse variety of professionals across a wide range of financial disciplines. He is able to provide a fully bespoke service for his clients, ensuring that they receive true, independent advice. Richard takes into consideration the nuances of each individual business and their unique situations, resulting in long lasting relationships built on sound advice and trust. Richard is an authorised Pension Transfer Specialist, holding pension transfer qualifications from both the Chartered Insurance Institute and the IFS University College.
Offers available through VouchedFor
Contact Richard through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Richard's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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