0203 551 0160
Based in Croydon
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FCA status: Certified by Firm
Last checked: 19 February 2025
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
65
Recent Client Reviews
Verified reviews: 98%
Richard has received 65 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
Richard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Richard's status
65
Recent Client Reviews
Verified reviews: 98%
Richard has received 65 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Richard has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Richard has not yet added their fees to their profile
With over 13 years advising with Premier Wealth Planning and 34 years industry experience, I specialise in complex financial planning needs for Company Directors, Executives and high earners, including investment wealth management, pension tax mitigation, ‘At Retirement’ and inheritance tax planning strategies. Areas of Specialism · Pension Taxation Mitigation · Retirement income planning · Pension consolidation · Investment Planning –growth and income · Investment Portfolio Management · Inheritance Tax Planning · Personal Protection Advice · Trust Advice · Cashflow Planning · Regular saving solutions Initial discussions are usually conducted without charge so that we can help you explore the best planning route for your specific need. If you choose to proceed, we will clearly set out the proposed strategy, and remuneration basis. We will always look to obtain your agreement before any work is undertaken, so there are no surprises.
£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).
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