We offer a bespoke and fully independent financial advisory service, based on first getting to know our clients properly and then advising them honestly from there as to how best to meet their goals. We help our clients with their Mortgage needs, their Retirement Planning requirements, with their efforts to Save for the future, with Investing their hard-earned lump sums and with Protecting everything they already have. We operate in a professional, but also friendly way. No hard sell…we simply help clients to identify their most pressing financial needs, and then independently research the relevant market places to find the most suitable, cost-effective solutions.
Jonathan Richards Financial Consultancy Ltd. is a business which has grown over the years primarily through referrals from satisfied clients to their friends, family and work colleagues. We intend to work hard to try to ensure that this remains the case.
78 Celyn Avenue, Cardiff, South Glamorgan, CF23 6EQ
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