Richard's reviews
Reviewed for
Insurance and Protection ( 1 )
Investments and Savings ( 1 )
Inheritance Planning ( 1 )
Reviewers' assets
£500k+ ( 1 )
Review
by a verified client in Neath Port Talbot
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Thinking ahead to the financial security of my children and their futures.
How has Richard Harry helped you?
Richard has been helpful, attentive, and most of all honest in all the advice he has provided me. He has been my financial adviser for the past 7 years and I have always appreciated his measured yet personable approach.
Have you seen the outcome you were hoping for?
I am confident in the financial plan Richard has helped me put in place, and have peace of mind for the future.