Testimonials for The Investment and Retirement Coach
These testimonials relate to services that I provide as The Investment and Retirement Coach and do not relate to providing personal advice:
Working with Richard is a joy. He takes the fear out of finance and explains everything so clearly. When I left my employed career to become self-employed, I had neglected to think properly about what to with my pension arrangements. Richard’s mantra: “It’s Your Money!” resonated with me and he has helped me take control of my money and plan effectively for the future.If you have stagnant pension pots, I highly recommend that you contact Richard now.
In the 25 years I have known Richard he has helped me to build a strong understanding of financial strategies and the stock market, etc. His support has enabled me to make sound financial decisions and he continues to challenge me to develop those skills still further. So, although I feel in control of my money, I still speak to him on a fairly regular basis for help and guidance; sometimes just to confirm the decisions I have already made. I know I will need to review other aspects of my finances, such as pensions and tax planning, in the future and I am confident that his guidance and support will continue to serve me well.
Since Richard introduced us to the Hargreaves Lansdown platform and business model I feel much more confident and able to manage our own investments albeit with the added reassurance of Richard guiding my decision making process. I still have the benefit of Richards vast experience but being retired I am now able to make time to focus on our investments in a much more pragmatic way. With Richards help my son and and daughter will be adopting a similar strategy with their investments.
Mike and Carol G
Testimonials as a Financial Adviser
The following testimonials are from clients for whom I provided a regulated advice service. They are intended to illustrate the extent of my knowledge and experience as a regulated financial adviser and do not relate to my current coaching / guidance service:
Richard has dealt with our financial affairs for several years in a friendly, but business-like fashion. He made sure he knew what we wanted and our attitude to risk by taking time to get to know us. Richard has, we believe, maximized our investments.
Mike & Sally B
I have relied on Richard over a period of 25 years or so for Pension and Insurance Planning and application with regard to my Company which employed some 80 or so staff. I have always found his judgement to be sound. During the past 17 years, Richard has been my direct contact as my personal guide and advisor regarding my financial status appertaining to new investments and effective Pension and Tax Planning. I have found him to be very experienced and knowledgeable, empathic and relaxed in manner, articulate and extremely well informed – I have enjoyed working with him.
C. D. Hole
Richard has always offered very sensible advice and I have always been very happy with the way he has managed our affairs, especially so in his very sensitive approach to offering advice in the lead up to my husband’s death. He has continued to be particularly helpful during the past three years.
My wife and I asked Richard to handle our retirement funds some 12 years ago and we were so pleased with the professional and diligent care that we received that we asked him to handle all of our financial affairs. At our regular meetings he would succinctly, and with good humour, summarize changes in legislation and economic conditions and explain how they would impact on our affairs. The quality of his advice we cannot fault and his will be a hard act to follow.
David and Valerie L
We have known Richard for thirty years both as a friend and advisor. Always on hand to help and at the end of the telephone when needed. We could not have expected or wished for more.
Tony & Janet B