Planning Your Future
It's one of the most important things we can do, but it's also the most overlooked.
Here at Peter Richards Financial Ltd we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you.
At Peter Richards Financial Ltd we pride ourselves on understanding fully our client's needs - we provide high quality independent advice, are committed to our clients and are keen to be judged on the value we deliver. We believe in developing long-term business relationships with our clients, enabling us to deliver the quality of service you deserve.
As Independent Financial Advisers we work for you and not the Insurance company. We work for you to ultimately help you reach your goals. We provide advice and help following a personal financial review which can take place at a convenient time. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we'll take time to consider your situation, needs and priorities. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and assist you in achieving your objectives.
Perhaps you may be interested in reviewing an old personal pension or Investment that is not performing as well as you would like. Did you know that you could transfer your pension and reduce charges and increase the retirement fund!
If you're nearing retirement and would like some help in selecting the best annuity for you then we can also help with that too.
Many people can often increase the income they receive just by using the Open market option available.
Contact us on our local number to see if we can help. Remember the first appointment is free!
Peter Richards Financial Ltd
Please read our Privacy Statement before completing any enquiry form or before sending an email to us. Peter Richards Financial Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/register/home.do). Financial Services Register No: 222564 Registered in Great Britain, No. 4616171 Registered Office: 1 Peterfield Road, Hampton Vale, Peterborough, PE7 8NR