Richard has been providing me with pension advice. He is very approachable, knowledgeable and thorough and always makes the time to speak with me whenever needed. I would recommend his services without hesitation.
I first approached Richard at Informed Wealth Management Ltd in August 2024 for independent advice on two private pensions I held. He was extremely helpful and explained fully the options available. I chose to merge the two and after twelve months the new pension is showing a very good return, which had not been the case previously. After twelve months Richard contacted me for an annual review and again his approach was most thorough, so much so that my husband and I have transferred the overseeing of our other investments to him. At every meeting he has proven to be extremely approachable, patient, knowledgeable and clear in his explanations.
Richard is extremely knowledgeable and helped me set up my investment portfolio extremely efficiently. He will advise you according to your own personal goals with fund management. Would recommend highly.
Finding a good financial advisor can be tricky and a little bit daunting. If you're looking for a financial advisor who is very personable, well-informed and not at all pushy, Richard fits the bill. He provides solid, practical and easy to understand advice. He also responds very promptly to any queries. Also has interesting chat about his various travels!
Richard spent a lot of time getting to know our requirements and advising accordingly. He is also very knowledgeable and helpful with ongoing advice. Highly recommended.
I have recently used the services of Informed Wealth Management Ltd. Richard was extremely knowledgeable and able to guide me through a complex system with confidence. I was given sound advice stage by stage of the process. I would not hesitate in recommending this Company, Regards Jennie Kennedy
Richard is very knowledgeable and very thorough. He listened to our needs and made a daunting process seem simple in order to achieve our financial goals.
Richard was great to deal with from start to finish. Really insightful, thorough and helpful when discussing my financial requirements, as well as being incredibly patient when it came to helping me make a decision across my pension and other investment opportunities – both personally and professionally. Will be continuing to work with Informed Wealth Management and would highly recommend.
Richard has done excellent work for me, helping plan my retirement and optimise my pension funds. He takes a keen interest in my plans and helps achieve my financial goals.
Informed Wealth Management Ltd is located at 9 Barton Rd, Worsley, Manchester M28 2PD, UK
You can contact Informed Wealth Management Ltd at +44 7902 873640
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