Informed Wealth Management Ltd

Richard, with all sincerity I state that your advice and help with regard to my investments and financial affairs has been and continues to be excellent. I couldn't wish for a more considerate and kindly advisor, and happily offer this testimonial.

When I decided to retire early at the age of 57, I needed impartial advice about my various pension pots. I needed someone who would look at the whole picture and give me options. Richard Kunikowski listened to my explanation of my needs, and he came up with several options. Richard's advice was clear and detailed, so I felt empowered to make the best decision. He helped set up the solution that I found to be best for me, it couldn't have been more straightforward. I would recommend Richard without hesitation.

Whilst writing we feel we must thank you personally for the manner in which you have dealt with the various aspects of our proposals. In this day and age, the purchase of Pension Annuities is of particular importance and I am grateful for your clear guidance in this respect. The placing of our property into Probate Preservation Trusts was also of great importance to us and despite complications resulting from our previous attempt to purchase the Freehold of the property, you guided us through the maze with an impressive attention to detail for which we can only say ‘Thankyou’. We would also thank you for the re-structuring of our Wills. We had always thought our ‘Home-Drawn’ attempts were sufficient but again your advice was excellent and precise, and we now feel we have all aspects covered. All in all, we have appreciated the detailed and relaxing atmosphere in which all of our discussions have taken place giving us confidence in the decisions we have made.