Tony Richard

Financial Planning Consultant

Financial Advice Areas

Investments, Inheritance Tax planning, Trust Investment, Planning for Retirement, Planning at Retirement, Pensions (SIPPs-Personal & Stakeholder Pensions), Annuities, Phased Retirement, Drawdown, Personal & Business Protection.

Geographical 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 30 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 in their decision making.

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.