Welcome
At Peter Richards Financial Ltd we pride ourselves on understanding fully our client's needs - we provide high quality independent advice, are committed to our clients and are keen to be judged on the value we deliver. We believe in developing long-term business relationships with our clients, enabling us to deliver the quality of service you deserve.
As Independent Financial Advisers we work for you and not the Insurance company. We work for you to ultimately help you reach your goals. We provide advice and help following a personal financial review which can take place at a convenient time. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and assist you in acheiving your objectives.
Perhaps you may be interested in reviewing an old personal pension or Investment that is not performing as well as you would like. If you're nearing retirement and would like some help in selecting the best annuity for you then we can also help with that too. Many people are currently sitting on standard variable rate mortgages, with the prospect of interest rates rising in the near future. Is it time to fix your mortgage? Even your protection needs should be reviewed just to make sure you have the appropriate level of cover.
Book an appointment today to see how we can help.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".
