Client Testimonials

Richard has been a great help in managing our financial affairs over the last 10 years.  His efficient and timely work enabled us to secure an excellent mortgage deal which secured the purchase of our house.  He has had a keen eye for detail in all his dealings with us and has constructed an excellent wealth management plan to help us invest for the future.  His advice is always delivered in an engaging way which ensures we are not pressured into decisions and time spent is focussed and well organised.  I have particularly valued in his advice on additional pension contributions which have ensured I have made the most tax efficient decisions about my money.  He always has a careful watch over the self assessment tax deadline and I have appreciated his timely reminders which have kept me on the straight and narrow and his help in filling out the form.  The next step is to organise a will: his contacts have also been very useful for this.  I cannot recommend his services highly enough.

Roger, Pecket Well

Richard has acted as my financial adviser now for approximately 10 years.  Since then I have been happy to pass his details to family members and friends.  I have always considered him to give excellent advice and feel reassured that he acts in both myself, and my family’s best interest.  Whilst he always advises what he feels is the for the best, I have never felt pressured in to following any of his recommendations, he simply provides the information and allows me to make the decisions.  I have no hesitation in recommending Richard.  It is also fair to say that over the 10 years of knowing Richard that he has ended up advising me on lots more than just my financial situation, for which I have been greatly appreciative.

Jonathan, Liversedge

I first heard of Richard through my son a number of years ago.  I phoned him and arranged for him to come and look over my finances.  Since meeting Richard for the first time I have never looked back.  Richard is passionate about what he does, he is sincere, honest, and most of all trustworthy, which is what you are looking for when trusting someone with your ‘money’, as I am the kind of person who is very careful with their money, down to my last penny!  Richard put me very much at ease, went through everything thoroughly, and his advice and the time spent with me were second to none.  His visits are never rushed, and time is taken on explaining everything, making sure you understand all.  I would have no hesitation in recommending Richard to look after anyone’s finances.  I trust him to advise, guide and help me make the right decisions with my money.  He is an excellent Financial Adviser, having only your best interests at heart.

Pauline, Mirfield