0330 038 8938
Based in Telford
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: February, 2022
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Rikesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 March 2025
Rikesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Rikesh has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rikesh has received 10 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: 10 January 2025
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.
7
Qualifications Uploaded
Rikesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Rikesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rikesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rikesh has provided information on their typical fees
Rikesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rikesh (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Rikesh
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rikesh (based on 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Rikesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 March 2025
Rikesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Rikesh has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rikesh has received 10 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: 10 January 2025
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.
7
Qualifications Uploaded
Rikesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Rikesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rikesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rikesh has provided information on their typical fees
Rikesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rikesh (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Rikesh
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rikesh (based on 9 first impressions)
I work exclusively with business owners and those looking to take control of their later life wealth, providing fully independent, bespoke advice. I take an alternative approach compared to most Financial Advisers in the way I work: I do NOT focus on just selling financial products like Pensions and ISAs - these are just tools in the bag that may or may not be needed as part of your advice. Instead, I spend time getting to know you, your current circumstances and, most importantly, your future plans. Based on this, I am able to put together a 'Financial Plan' that answers the really important questions like: -What do I need to do now in order to reach my ideal financial future? -When can I step back from work and focus on other things? -How much can I spend without running out of income? -Are my family going to be okay if I wasn't around? I believe that working in this way means brings clarity, peace of mind and a sense of purpose. I have over 15 years experience in the financial services industry and I feel privileged doing what I do – building deep, meaningful relationships with clients whilst educating and inspiring them to make positive changes in their and their families lives. Outside of my main role, I work as an Education Champion for the Personal Finance Society which involves providing financial education to local schools, colleges and community groups. In my personal life, I am married with three amazing children. We try to spend as much of our free time “making memories” which often includes travelling and trying out experiences together. I’m an avid reader, enjoy good food, and enjoy sports/fitness.
Offers available through VouchedFor
Contact Rikesh 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 Rikesh'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
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
8 Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find 8 Financial Planning Limited on the FCA register by searching our Firm Name or FCA Number: 958869. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.