Richard Marshall

Richard Marshall

Christopher Little & Co

Minimum savings/pensions: Any amount

Minimum mortgage: Over £100,000

0113 238 5300
Based in Otley
View location
Top Rated 2025
Verified since: June, 2022
5 out of 5

66 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 April 2025

    Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Richard has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 April 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Richard has not yet added their qualifications to their profile

  • Transparent Fees

    Richard has provided information on their typical fees

    Richard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 21

    Positive 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 21 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 April 2025

    Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Richard has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 April 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Richard has not yet added their qualifications to their profile

  • Transparent Fees

    Richard has provided information on their typical fees

    Richard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 21

    Positive 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 21 first impressions)

I am a fully qualified Financial Planner at Christopher Little & Co. We help clients in Otley and surrounding areas to achieve and maintain their desired lifestyle. Our aim is to deliver financial peace of mind, at every stage of life. Before joining the firm, I worked as a self-employed Mortgage and Protection Adviser. After passing my final qualification to become a financial planner, I joined Christopher Little & Co. The structure, processes and general way they conduct business is the way I want to work. Although I work with clients in their 20s, 30s, 40s, 50s, 60s, 70s and beyond, I specialise in mortgage planning. From helping everyone from first-time buyers all the way through to limited company portfolio landlords. At Christopher Little, we practice whole-of-life financial planning. That means we; get to know you, understand your long-term goals, support you throughout your life as it inevitably changes, and invest in your future just as you do. Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Limited 23/04/2024.

Offers available through VouchedFor

Contact Richard through VouchedFor and your initial 1 hour 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

Savings

Clients' level of financial expertise

Reviews of Richard

Are you a client of Richard? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Christopher Little & Co Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Some buy to let Mortgages and Inheritance Tax Planning are not regulated by the Financial Conduct authority. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Christopher Little & Co Limited is registered in England & Wales No: 13357480. Registered address: 75 Bondgate, Otley, West Yorkshire, United Kingdom, LS21 3AB.