Richmond House Wealth Management Limited

Independent Financial Adviser  Premier House, Bishops stortford, Hertfordshire, CM23 5DH
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FCA authorised
Last authorised 24th February 2020
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
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Annuity purchase
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Auto enrolment
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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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Wealth management
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Ethical investments
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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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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Nigel Taylor
Financial Planning Consultant
Wendy Devlin
Financial Planning Consultant
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Premier House, Argyle Way, Stevenage, SG1 2AD

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