Richard Odell
Premier Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8938
Based in Shaftesbury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2016
5 out of 5
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: 17 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Richard has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 01 November 2024
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.
6
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Richard
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 10 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: 17 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Richard has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 01 November 2024
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.
6
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Richard
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 10 first impressions)
My career in financial services began in 2000 with the Liverpool Victoria as a Home Services Representative, after this I was employed in a role a HBOS dealing largely with their investment clients whilst enjoying this role, I began to feel more and more uncomfortable only being able to offer my clients the products of the bank. Recognising that I could do a better job for my clients by being independent, I left and started my career as an IFA. I established Premier Financial Planning in 2009 with Merryn Collins, a former colleague from the bank, we have not looked back since. My hobbies include horse racing, cycling and clay shooting so any spare time I get is often taken up with these pastimes.
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
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