Richard Bond

I have provided financial advice to customers for the past 20 years, previously as a Financial Planning Manager for AXA Wealth, Britannia and Prudential and now as an Independent Financial Adviser with Opal Financial Management. I am able to bring a wide range of experience – both work and life - to the financial adviser role and have many years of providing advice to individuals and groups. During this time, I have given presentations and held seminars about a variety of financial subjects, including pensions and retirement planning. My customers find that, whatever walk of life they are from, my approach and depth of knowledge makes me easy to deal with and provides me with the ability to understand exactly what they are looking for. I have always enjoyed building long lasting relationships with my customers and found this enables me to help them make the best financial decisions each step of the way. As an Independent Financial Adviser and Founder Member with Opal, I can help you with investments and savings; life and illness cover; pensions and annuities; inheritance tax planning* and mortgages**. I am always professional in what I do. I will work with you to understand your circumstances and support you during your financial journey, from where you are now, to where you want to be in the future. I will help you decide what to do to get there by giving you good, honest, whole-of market advice from the start - and then on an ongoing basis in future years. I look forward to hearing from you to arrange our first, no obligation meeting, at our cost. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.