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