Testimonials

Richard switched our pension plans into the most profitable companies and kept the pensions growing despite the recent turbulent economic times. Our investments have grown more than we had thought they would. Richard is very friendly, easy to talk to and has a caring attitude towards his customers, whilst remaining professional in his approach. Richard has had good results with our investments so far, even through a challenging economic time!”

Source: Vouchedfor

West Yorkshire

Richard gave us excellent pensions advice and continues to manage our portfolio. Absolutely delighted with the first years performance.

Source: Vouchedfor

West Yorkshire

Richard gave us a range of options to do with our pension, where would give us the best return, everything was explained thoroughly to us. It’s early days yet, but our review was very positive. Everything was explained to us clearly, any questions was answered with clarity.

Source: Vouchedfor

West Yorkshire

Richard and his team continue to exceed my expectations through his prudent and risk adverse advice my SIPP capital has not only been protected but has delivered 25% growth over the last 3 years. This growth is quite remarkable given COVID and other adverse trading conditions.

I am very very happy with the service provided by Richard and his team.

Source: VouchedFor

North Yorkshire

Richard explained everything in layman’s terms so Ifully understood the process and the pros and cons of moving my pension.

Barbara

South Yorkshire

Richard listened to my concerns and to what I expected to happen to my pension fund remaining after my death. He then provided me with the information and help I needed in a manor that I could clearly understand and went on to complete on my behalf.

Stephen

West Yorkshire

We felt very at ease with Richard. He was precise, clear and unrushed when answering each query we had (our knowledge of investing and pensions is practically zero so we had quite a few to ask!). Did we feel confident with Richard? Absolutely.

Elizabeth

I was referred to Richard last year by a close friend. Being relatively naive to this i was naturally cautious to begin with. I was thoroughly impressed from the outset by his laid back and honest approach. He took time to understand my circumstances and needs, and within 48 hours he had come back to me with a presentation of suitable products given my risk appetite and took the time explain thoroughly what they involved including features, benefits and most importantly risks. I felt and still do feel very comfortable with Richard handling my financial affairs and will continue to recommend him to my friends and family.

David

Harrogate

Richard looked at our rather complicated financial arrangements, listened to our desires about outcomes and came up with pension and investment proposals. As a woman married to a man who is quite knowledgeable in financial matters it made a pleasant change to have an adviser who talked to us equally and was more than willing to answer my questions and ensure I had a good understanding of the situation.

Catherine

London

I commissioned Richard to explore the available options regarding my savings. I had been growing increasingly frustrated at the level of service I was receiving from my previous investment advisor and a friend recommended I give Richard a call. His professional, no-nonsense attitude was commendable and he was able to assist me with selecting a suitable alternative which better served my needs, so far so good. His enthusiastic approach to his work is a virtue and I highly recommend him.

Tom

West Yorkshire

Plan today for a brighter tomorrow

Menu