From the initial meeting that I had with Richard, I felt at ease as he explained everything in depth no matter how small or trivial. Even after everything had been completed he rang me at home several times to ask if I was ok and if I had any worries or concerns.
During the virus pandemic period I spoke to Richard on several occasions and he made me feel at ease and put everything into perspective. He was calm and reassuring and to me that means a lot.
I have recommended Richard to several of my now ex-work colleagues, and they have all said positive things about him. If you're thinking of using Richard, he is the right person.
We have dealt with Richard for a number of years now. During that time he has given us peace of mind that our finances are in good hands.
He is available whenever we need his advice and communicates with us in an easy to understand manner.
I have recommended Richard to several friends in the past who all say the same.
We highly recommend Richard. In our experience, no previous advisors have achieved his standard of results or performance. He has the ability due to his approach and personality, to engage with clients immediately.
He delivers a high standard of knowledge and professional advice in an organised, skilful and confident manner. He identifies appropriate routes through markets according to personal situation and funds available. He is able to explain financial language and responds to doubts with honest explanations, thereby enabling confident decisions by us.
We appointed Richard to give regular Investment progress - an invaluable decision. To date he has assisted us in creating a successful portfolio with excellent products and we wish him every success in the future.
Our first communication with Richard was September 2017, as we began to consider our options regarding retirement and pensions. What had previously appeared to be a minefield of puzzling possibilities, became reassuringly straightforward as he talked through the various options open to us. Investments and risk factors were clearly and calmly explained, backed up with informed relevant figures, which were always readily to hand.
From the beginning Richard has always reacted promptly to emails, texts and telephone messages, responding immediately and making himself available for face to face meetings as required. Our transition from both working to both being retired has been straightforward and worry free.
Due to Richards thorough and diligent attitude and guidance, we know our financial future is in good hands.
Richard has been our adviser for over 15 years, giving sound advice across a wide range of financial services. He is very professional, however has a down to earth approach, which puts you at ease when making plans to invest. He takes time to explain everything in a simple and balanced way, giving you confidence in your decisions. Always makes himself available to support with questions and completes regular reviews, giving you peace of mind that he has your interests at heart.
We highly recommend Richard for his extensive knowledge, organisational skills and genuine personable approach.