Tony Richard

Financial Planning Consultant

Financial Advice Areas

Annuities, Business Protection, Drawdown/Phased Retirement, Inheritance Tax Planning, Investments, Pensions (SIPPs - Personal Pensions), Personal Financial Planning, Personal Protection, Planning at Retirement, Planning for Retirement, Trust Review Services.

Geographical Areas

Financial Advice Areas: East Midlands, Gloucester, Gloucestershire, Leicester, Leicestershire, Lincolnshire, Manchester, Northampton, Nottingham, Oxford, Peterborough, Staffordshire, Stoke on Trent, Warwickshire, West Midlands, Yorkshire.

About Tony Richard

I am a financial adviser with over 36 years’ experience where I have built long term relationships with my clients, based on a mutual trust and a highly personalised service, relating to each person’s individual and unique requirements. 

I enjoy meeting new potential clients in order to discover what these financial requirements and goals might be and to see how I can be of the best assistance possible regarding such areas as tax efficient personal investment, retirement planning or pension advice, as well as considering any protection issues, if applicable.

It has been said on numerous occasions by my clients that my conservative and personable approach has been greatly appreciated with this assistance in their decision making.

In my spare time I enjoy watching a wide variety of sports, being involved in a local church and running a blog. I also greatly enjoy writing and family life, in particular my little bundle of joy, otherwise known as no 1 granddaughter!

Testimonials

”Tony is always friendly but professional and will always explain anything we’re not too sure of.” - Mr & Mrs Grant, Leicestershire

”Always pleased with Tony’s advice.” - Mr & Mrs Page, Northamptonshire

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax planning is not regulated by the Financial Conduct Authority.

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