Richardson & Associates Independent Financial & Mortgage Services Limited

Independent Financial Adviser  Westwalk 1A, Bournmoor, Durham, DH3 4AN
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FCA authorised
Last authorised 3rd August 2020
Helping my clients make sense of pensions and investments, in a professional, friendly manner.
We can advise you on
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Annuity purchase
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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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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Regular savings
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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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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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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
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Long term care
Meet our advisers
Thomas Richardson Dip PFS CII {Life and pensions}
Principle IFA
About us

Richardson & Associates has been established since 2004.
we offer an extensive range of expertise and financial specialisms, to which all of our clients have access. Our team of qualified advisors have many years of experience, ensuring that all our clients financial objectives can by realised through relevant solutions. We provide flexible, face to face to appointments in your home, our office or your own workplace, to suit your lifestyle. The initial appointment to assess your needs, is at our expense.

Our services

We provide a thorough, professional and friendly, financial advice service to all our clients, and the principle which has underpinned our approach is to ask ourselves, 'How would we want to be treated in this matter'. Any advice provided, or products recommended are fully researched to ensure our clients are consistently receiving quality and value for money in line with their requirements.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Westwalk 1A, Bowes Offices, Lambton Park, Durham, Chester le Street, DH3 4AN

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