We offer a wide variety of services, for more information
about any of them, please don't hesitate to contact us.
About US Established 10 years ago we provide independent financial advice in the South West. As well as providing a service to our existing clients we welcome new enquires. An initial discussion is free, confidential and a meeting ia available in the office or your home
Protection Private
and Corporate products provided including, Life Insurance, Critical Illness
Cover, Income Protection Insurance, Private Medical Insurance and Long Term
Health Care Insurance.
Retirement Planning Save for the biggest holiday of your life and let the taxman help you -Stakeholder Pensions, Personal Pensions, Self Invested Personal Pensions and Pension
Transfers.
Investments ISAs, Guaranteed Bonds, Equity Bonds, With Profits Bonds, Unit
Trusts, Open Ended Investment Companies, Investment Trusts and through our stockbroking connection, a discretionary investment management service.
Savings ISAs, Friendly Society Savings, Saving for Childrens Education,
etc.
General Insurance Home
Insurance, Car Insurance, Business Insurance, Pet Insurance and Holiday
Insurance.
Will Writing We
are able to arrange Will Writing through a professional Will
Writing Company at competitive prices
Inheritance Tax Planning
Why pay more than is neccessary? The solution is to plan ahead by using various reliefs, exemptions and specialist IHT plans.
Whatever your needs, please contact Richards Financial Services for a no obligation,
personal, professional and confidential service. As we are independent,
we research the whole market place in order to find the best products for your
needs, saving you time and money.
For your no obligation quotations, further information or a financial review
please make contact via email or telephone.
Disclaimer: No investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates may change in the future. The value of stockmarket-linked investments can fall as well as rise in line with market conditions, and advice must be sought before investing. The information on the website must not be used as a basis for investing.
Richards Financial Services is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority
