by lauren | Jul 20, 2018 | News
Heather’s years of experience in financial services stands her in good stead when carrying out her client role at Richmond Wealth with utmost efficiency. Beyond her experience in the financial industry, Heather also has experience in the legal sector which she...
by lauren | Jul 20, 2018 | News
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by...
by lauren | Jul 6, 2018 | News
With over 35 years of experience handling client relationships, Keith recognises what clients value and personally supports clients through their advice journey in a proactive manner. He acknowledges how important it is to exceed clients’ expectations where possible,...
by lauren | Jul 6, 2018 | News
After years of ‘will they, won’t they’ it’s finally happening. Interest rates, long at historically low levels, are going up, and soon. Bank of England Governor, Mark Carney has signaled that the bank is likely to raise interest rates in...
by lauren | Jul 6, 2018 | News
Following recent developments of the model portfolios we provide, we encourage you to read through the Key Investor Information Document (KIID) which can be found in the following downloadable PDF. Download PDF Here If you have any queries regarding the document,...
by lauren | Jun 25, 2018 | News
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by...