Quilter Financial Advisers - Edward Richardson
As a Financial Planner, I get to inspire my clients. My passion for knowledge has led me to achieve the highest qualification as an adviser and being elected to become a Fellow.
We can advise you on
Pensions & retirement
Annuity purchase
Defined benefit
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Mortgages
Equity release
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Offshore investments
Socially responsible investments
Unit trusts
Savings
Lump sum
Tax & trust planning
Estate planning
Business
Corporate pension
Employee benefits
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group risk
Sharia finance
Sharia finance
Long Term Care
Long term care
FCA authorised
Last authorised 13th September 2021
Meet our advisers
What our clients say
"Good experience to date, a personal touch." October 2019
"Found Chris and Edward professional and easy to talk to. Edward is very knowledgeable and with his explanation, understood a bit more regarding my pensions. After 2 meetings felt happy for them to manage my old ones which were under performing." 2019
"I am very satsfsatied with the meeting I had with Edward Richardson and please to continue to work with him in the future." 2019
"I was put at ease at my two recent meetings with Edward Richardson, as he was both friendly and efficient. He fully understood my present investments and how to deal with them in the future, to get a better return. I have peace of mind knowing I will be given the best advice." 2019
"I meet with Edward Richardson for 2nd time today, I am soooo happy to have found an IFA who not only listened but has followed through. Keeping true to their strap line, "It's all about you". Thank you Edward for talking to me in plan English, making it easier for me to make an informed decision. Look forward to our next meeting." 2018
"Edward gave me a very good breakdown of what to look out for a better understanding what was required in running a pension . Edward gave excellent advice and inform we what where the risks levels and we come to an understanding of what was best for me and my attitude to level of investment ." 2019
"After several months my investments are performing ahead of their tracker equivalents, more than covering the fees. Advice received has been clear and appropriate." 2018
About us
What I love about the company is that every single one of us comes to work every day to do something we all love. The fun part is figuring out all the different ways I can improve the lives of my clients. The best part is I get to work with, and advise, some amazing people.
Our services
Specialties: As a Chartered Financial Planner I provide the highest level of financial advice.
Where to find us
Head office address: Admirals Park, Dartford, DA2 6QD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£251,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
-
FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
FCA authorised
Last authorised 13th September 2021
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We build long term relationships with clients and develop strategies to help you achieve your personal and financial objectives.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Despite Covid-19 our technology enabled business is able to operate normal hours and via our usual phone numbers. We have an online meeting facility or phone and email depending on your preference. Let us help.
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