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
12th August 2019
We are ethically-minded Chartered 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 review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
John Maynard Dip PFS, Certs CII (MP & ER)
Business Development Director
Peter Murphy
Financial Planning Consultant
Wendy Devlin Dip Cii
Financial Planning Consultant
Neil Dainton Dip FS
Financial Planning Consultant
Where to find us

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

Make an enquiry
About us

Richmond House Financial Services Limited are Chartered Financial Planners, the gold standard award for financial advisers. We 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 Services 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
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Customers should be aware the value of investments, together with the income from them, can fall as well as rise. Asset backed investment should be regarded as being for the medium to longer term, say 4 to 5 years and above, and particularly in the event of early encashment their value may not necessarily be as much as has been invested. Any recommendations and advice given are based on our understanding of current tax legislation which may be liable to change in the future.

Similar advisers near you

Independent Financial Adviser 0.16 mi
Committed to providing an exceptional service to help you reach your fiancial goals.
Independent Financial Adviser 0.31 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.
Independent Financial Adviser 0.31 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.