Richmond House Wealth Management Limited

Independent Financial Adviser Premier House, Argyle Way, Stevenage, SG1 2AD
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 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
Wendy Devlin
Financial Planning Consultant
Nigel Taylor
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 and 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
Where to find us

Premier House, Argyle Way, Stevenage, SG1 2AD

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
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

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.

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