Adcock Financial

Independent Financial Adviser  2 Sheen Road, Richmond, Greater london, TW9 1AE
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FCA authorised
Last authorised 30th March 2020
We provide high quality financial plannning to business owners, executives and people close to retirement in Richmond and London.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Peter Adcock
Founder, Director and Senior Financial Planner
Paul Smeeton
Financial Planner
About us

Adcock Financial has built a reputation over the past 25 years for delivering high quality financial planning.

We work with three groups of clients; business owners, senior executives and people close to retirement. This focus means we know the financial problems, and challenges, that you face intimately; whilst our knowledge and experience mean we have the answers.

Our advisers are highly qualified, well above the level required to give financial advice. Peter Adcock, our founder, is both a Chartered and Certified Financial Planner. A rare combination indeed, which undoubtedly adds value to his clients.

You can read some of our client’s stories, here: <url hidden>

Why do our clients put their trust in us?

We are specialists; we know what we are good at, and stick to it

We are independent; which means we have no third parties influencing our advice

We are here for the long-term; formed 25 years ago, our clients benefit from our adviser’s knowledge and experience

Our services

These questions are never easy to answer, but we would humbly suggest the following three things:

1. We listen; the more we understand your financial problems, the better we can solve them

2. We care; we want to build long lasting relationships, the only way to do that is to truly care

3. We invest; in ourselves and our own education, to ensure we can give you the best possible advice

Our clients say it best though, you can find some of their kind words here:

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Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

2 Sheen Road, Richmond, Surrey, TW9 1AE

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