I needed to get my pensions in order and in one place. Richard gave solid advice and made the whole process pretty painless.
Peter, Leighton Buzzard
I was retiring and needed good advice. Richard gave me very good advice, very professional. More than happy with the service, Richard did everything that I asked for
I am of the age where retirement is a possibility within the next two to seven years. Over the last 40 odd years, I have contributed to a number of pension schemes and thought it was time to get some advice regarding them.
Richard reviewed my personal circumstances and ascertained my appetite for risk. He advised me on which pensions to change and modernise and which to leave alone.
Richard advised a product where I could access the details and value of my pension pot online. Until then I had waited for my yearly 'snapshots' of the various funds.
Richard has stayed in touch and if I need advice, I have his phone number. I have no doubt that I shall be looking for further advice in the near future.
I chose to retire and access my pension when I took redundancy. It is a complex area and I wanted expert guidance. There are some aspects of life where it pays to engage expert help, doctor, dentist, solicitor, boiler repairs. When these times come along it has always been my policy to seek out the very best available.
When I retired I was fortunate to find Richard Wood and he exactly fits that category. It is possible to manage finances yourself but if you speak to Richard you will soon discover how much you would have missed. I have no hesitation in recommending him.
I am very happy with what Richard has done, coupled with his on-going oversight.
Richard visited me to go through full details of my income available for investment, and what type of investment portfolio would suit my current and foreseeable future interests best.
Richard has been detailed and very thorough in his analysis, forecasts and advice about which way my investments should be directed.
Richard Wood provides an extensive range of specialist financial management, financial planning and tax-saving opportunities tailored to your personal circumstances and requirements. You’ll receive expert, independent advice and support across a wide variety of areas shown below – all designed to help you achieve your lifestyle ambitions and goals.
I specialise in a variety of fields including;
Succession and Inheritance Tax Planning
Pensions and Retirement
Small Business and Self Employed
Financial Planning at the divorce stage
Where to find us
Head office address: Vickers Way, Warwick, CV34 7AQ
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
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