Rich Powell

Please provide a brief comment about your experience with Rich

My wife and I found Rich knowledgeable, trustworthy and honest throughout our meeting with him. He took the time to get to know us, understand our financial position and to explore our hopes for the future. We felt valued throughout our time with him. Whenever he offered any advice, he would explain fully his reasoning and the benefits of taking certain decisions. When we were unclear about something, he was more than happy to go over this again or explain it in a different way. We felt that he was acting in our best interests and not suggesting things which would not benefit us in the short and long term. We were very impressed and would definitely recommend him to anyone looking for sound and trustworthy financial advice.

Please provide a brief comment about your experience with Rich

Rich has such a thorough knowledge of all things finance related! He was so, so helpful to me when I inherited some money and I wasn’t sure what to do with it, he pointed out the ways I could make it work best for me. I am very grateful for all his advice and wouldn’t hesitate to recommend him to others. I will no doubt be calling on his expertise again in the future!

Please provide a brief comment about your experience with Rich

Very helpful initial discussion by phone, which confirmed that no further action was needed at the moment.

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

Mortgage & Investment & Pension advice.

How has Rich Powell helped you?

Enabled us to invest our monies to ensure a sustainable current repayment plan of our mortgage along with pension investments for the future. Over time various issues have caused us some concerns but Rich has helped us through these uncertainties & helped us to focus on what needs to be done for the future.Rich has done above & beyond more than we could have ever expected & certainly helps us better to sleep at night. He insures we understand everything in terms we fully comprehend.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

We only wish we had been introduced to Rich earlier

Please provide a brief comment about your experience with Rich

Rich was kind, helpful, informative, non judgemental and explained everything in an easy to understand way.