Our Services
We are an Independent Financial Advice firm that has a number of bases in key cities across the United Kingdom including: London and Belfast. We have proudly received Chartered firm status and always put our clients’ needs and desires first.
Our team of expert financial advisers can provide you with specialist pension advice, investment advice, savings advice and can assist with retirement planning. We are experienced in managing investment portfolios including ESG focused portfolios.
How many years experience do our Financial Advisers have?
Richmond Wealth Direct
If you know your way around investments and are confident that you can do things yourself we offer direct access to our investment platform.
You can choose between saving in a general investment account, an individual savings account (ISA) or alternatively in a self invested personal pension (SIPP). You have access to over 2,000 funds covering all major investment categories and styles.
The range of investment funds is carefully selected to ensure that these are suitable for investors on a self-select basis.
If you need some guidance we offer access to our highly rated funds.
Individuals
We can provide individual tailored advice for you
Trustees
We have extensive experience in advising Trustees
Companies
We provide corporate clients with high quality timely advice
Professional Partners
We’re used to working closely with other professional firms
Blog
Spring 2020 Newsletter – Richmond Wealth
Download our Spring 2020 newsletter here Strange days indeed As the year turned, we might have imagined that the decisive genera election result might bring some stability to 2020 after the turbulence of 2019. Some may have hoped we could turn our attention to...
Case Studies
How moving to a QROPS saved £330,000
Mrs Jones, a 68 year old widow, had lived and been resident for tax purposes in…
Contact Us
More ways to get in touch
Head Office
6 Bevis Marks
London
EC3A 7BA
Tel: 020 8133 2844
Holywood Office
2 High Street
Holywood
Co Down
BT18 9AZ
Tel: 028 95 320 111
Email: info@richmondwealth.co.uk
Richmond Wealth LLP Authorised and regulated by the Financial Conduct Authority. Registered in England and Wales OC383403 Registered office Bevis Marks London EC3A 7BA
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