Jonathan Richards Financial Consultancy Ltd.

Independent Financial Adviser  78 Celyn Avenue, Cardiff, South Glamorgan, CF23 6EQ
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FCA authorised
Last authorised 10th May 2021
Google Jonathan Richards Financial Consultancy to see the services we offer
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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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
Meet our advisers
MR Jonathan Richards MBA; BSc(Hons); CeMAP; Dip FPS
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

78 Celyn Avenue, Cardiff, South Glamorgan, CF23 6EQ

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