Richmond House Wealth Management Limited
We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees.
The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines.
If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you.
Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 25th May 2020
Meet our advisers
Financial Planning Consultant
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.
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.
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.
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.
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.
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.
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.
Where to find us
Head office address: Midsummer Court, Milton Keynes, MK9 2UB
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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