Our Services

We offer a wide variety of services, for more information about any of them, please don't hesitate to contact us -

Please click here to read our Terms of Business

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About US
Established 13 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 is available in the office or your home

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Protection
Private and Corporate products provided including, Life Insurance, Critical Illness Cover, Income Protection Insurance, Private Medical Insurance and Long Term Health Care Insurance.

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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.

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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.

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Savings
ISAs, Friendly Society Savings, Saving for Childrens Education, etc.

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General Insurance Quotations
Home Insurance, Car Insurance, Business Insurance, Pet Insurance and Holiday Insurance.

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Will Writing Online
We are able to arrange Will Writing  through a professional Will Writing Company at competitive prices.

Will Writing is not regulated by The Financial Services Authority

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Inheritance Tax Planning 

Why pay more than is necessary? 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.

Moneysouthwest is the trading name of Richards Financial Services

The information contained within this website is intended for UK residents only
 
Richards Financial Services is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority. Registered no 232174

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