We are an Independent Financial Advice firm that operates 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 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.
We can provide individual tailored advice for you
We have extensive experience in advising Trustees
We provide corporate clients with high quality timely advice
We’re used to working closely with other professional firms
It’s almost impossible these days not to think of that apparently Chinese curse about living in interesting times. The last few weeks might be characterised as too interesting as we tune in daily to find out the latest political twist. While business as usual goes on every day, the uncertainty that lies ahead makes planning of almost any kind an anxious prospect.
How moving to a QROPS saved £330,000
Mrs Jones, a 68 year old widow, had lived and been resident for tax purposes in…
More ways to get in touch
Tel: 020 8133 2844
10 High Street
Tel: 028 95 320 111
Mount Business Centre
2 Woodstock Link
Tel: 028 95 320 333* Please note our phones are answered round the clock, 24 hours, so call at a time that suits you, no matter what time zone you are in.