Richmond House Wealth Management Limited

Independent Financial Adviser Midsummer Court, 314 Midsummer Boulevard, Milton Keynes, Buckinghamshire, MK9 2UB
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
We are ethically-minded Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
John Maynard Dip PFS, Certs CII (MP & ER)
Business Development Director
Peter Murphy
Financial Planning Consultant
Wendy Devlin
Financial Planning Consultant
Neil Dainton
Financial Planning Consultant
What our clients say
We approached RHG as they are a local company with the legally required qualifications to process our pension arrangements and investment. We were immediately put at ease with their approach and common sense attitude which considered our lifestyle, financial needs and long term objectives. Their knowledge and expertise is all encompassing and they have thoughtfully considered beyond our immediate aims, for which we have been very grateful. We were kept fully informed at all stages of resolving our pension investments and have found the face to face meetings very useful where it has been very easy to ask for further explanation and advice. We have been offered other financial options for consideration and reflection, in our best future financial interests, without any compulsion, and to be reviewed again in our own time. The whole process of RHG managing our investments has been stress free and we would whole heartedly recommend them to anyone requiring financial direction and advice.
Mr & Mrs JH, Stevenage
I have trusted Brian Gannon and RHG with my savings and pensions plans for the last 3 years. During that time I have found their advice to meet my objectives and at the same time be conveyed in a friendly, accessible manner. The key point of difference is that they provide a true business relationship that demonstrates they care about their clients which is a notable distinction from the larger investment advisers I have used in the past.
Andrew Watts, Blackheath
I needed urgent pension advice before my tax year end; Nigel, at very short notice, gave me the recommendations and advice I needed, extremely efficiently. Nigel and the team then performed an almost impossible task by getting everything completed well in advance of the deadline. It is rare today to find such a business like RHG that are so customer focused and very professional in dealing with such pressurised requests.
Michael Williams, Middlesex
We have always received sound financial advice on investments and pensions from John Maynard and his team for over 20 years. Since drawing on my SIPP 15 years ago (including the 25% tax free sum) my overall pot is still quite adequate to give us a good income. This is largely due to the excellent investment decisions taken by Emma Wilkinson and her team over the years. We do not hesitate to recommend RHG to any of our friends who need financial advice.
Mr and Mrs PH, Finchley
I was most impressed with your thorough and detailed report in your formal pension recommendations. I agree with the proposals you have made and would like you to proceed on this basis. Thank you for your advice and assistance, I am very pleased with the outcome.
Mr I D, High Wycombe
Where to find us

Midsummer Court, 314 Midsummer Boulevard, Milton Keynes, Buckinghamshire, MK9 2UB

Make an enquiry
About us

Richmond House Group have been based at our Head Office in Stevenage, Hertfordshire since 1964 and in Milton Keynes since 2014. We have specialised in pensions and investment advice for many years. Our advisers are located across the whole region.
If you place your trust in us you get a dedicated and qualified financial consultant, plus a skilled office based contact to speak to when you need to.
Our clients tell us they like how we listen to their needs, and how we explain our advice and solutions. They also greatly value our honesty about what we can and cannot do. And they like how we do what we say we will when we say we will do it. We are passionate about the quality of the service we provide and believe in building long-term relationships.
We have access to discretionary investment management services via our sister company Richmond House Investment Management Limited.
Please contact us for an initial no-obligation phone discussion to see whether we can help you.

Our services

A full range of fee-based financial planning, pension advice and investment management services. We mainly advise on:
Final salary pension transfers – honest, understandable advice about whether or not to transfer.
Cash Flow Modelling – creating a 360° picture of your finances to produce a detailed plan of how to deliver the financial future you want.
Wealth management – helping you get the best returns possible for the level of risk taken.
Inheritance Tax planning – making sure you pass down your hard earned assets to your family not the tax man.
We offer an employee benefits service for businesses.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.21 mi
Committed to providing an exceptional service to help you reach your fiancial goals.
 
Independent Financial Adviser 0.27 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.
 
Independent Financial Adviser 0.35 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored considered advice and innovative ideas.
 
Independent Financial Adviser 0.35 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.