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.
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.
Premier House, Argyle Way, Stevenage, SG1 2AD
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.