Welcome to Richardsons Financial Services

Hello & welcome to Richardsons Financial Services Limited

We hope you find the information useful and that you gain an understanding of what we offer and how we work with our clients.

We pride ourselves on the personal approach we offer and aim to build effective, long term relationships with our clients. We do this by ensuring we understand your own financial needs and goals before looking at financial planning solutions and products. Our advisers are fully qualified and experienced and we are independent financial advisers. This means we can consider products from the whole of the market rather than being tied to one particular strategy or the products of a single provider.

We are part of a group of companies, with our financial services business founded in 1987. We can offer not only financial planning but also detailed tax advice and accountancy services through our links with Richardsons Chartered Accountants.

What can we do for you…

Pensions planning

Pensions legislation is constantly being updated and it is important to make sure you are aware of the options available to you both when you are building up funds and when it comes to taking benefits.

Investment advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Retirement planning

The options regarding retirement planning are extremely wide ranging.

Protection

If you have any kind of debt, from a personal loan to a mortgage, it is important to consider what would happen in the event of death.

Meet the team

Bernie Hawkes

Bernie Hawkes LLB (Hons) FCA APFS

Director & Chartered Financial Planner

Colin Morton

Colin Morton Dip FA Dip PFS

Financial Adviser

Rhys Upton

Rhys Upton DipPFS

Financial Adviser

Emma McNeill

Emma Mcneill

Client Manager

Michelle Sumner

Michelle Sumner

Associate Client Manager