Why Choose Richardson Premier Wealth Ltd?
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past.
Richardson Premier Wealth Ltd is a firm of financial advisers specialising in providing life financial planning.
We are authorised and regulated by the FCA, giving you the reassurance we meet high standards and ensuring you’re treated fairly, you’re protected, and the products and services you’re offered are suitable.
We are independent financial advisers and planners, which means our duty is solely to you – our client.
Based in Halifax, West Yorkshire, and Glasgow in Scotland the Independent financial advice we provide is bespoke and completely impartial, to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Richardson Premier Wealth Ltd are able to help, wherever you are in the UK.
Our role is an objective one, helping you to see a full picture of your financial position and to understand what action to take to provide current and future financial security. Our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.
Book a free no obligation meeting with our advisors now, in the comfort of your own home, our offices or a place of your convenience.
Past performance is not indicative of future results and no representation is made that results where stated, will be replicated. Investment values rise and fall and the value of them is not guaranteed. On encashment you may not get back the amount invested.
Our Approach
We often meet you at your place of work or your homes, but we also welcome visits to our offices.
We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
This is the six-step process we follow:
- Initial free meeting and review – identifying your needs and objectives
- Getting to know you – gathering relevant information
- Analysis – an evaluation of your particular financial situation
- Recommendation – developing a strategic plan
- Implementation – reaching an agreement on how and when the plan will be implemented
- Ongoing service and relationship – regularly monitoring your progress
Find The Right Financial Solutions For You
At Richardson Premier Wealth Ltd, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:
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Identifying your short, medium and long-term financial planning goals
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Clarifying precisely what you want from life
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Mapping out a route to get you there
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Making easy-to-understand product and investment recommendations
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Adjusting your plan during significant life changes and at regular reviews