01844261283 rfs@richardsons-group.co.uk

Our services

At Richardsons Financial Services we offer a holistic approach to your financial and protection needs providing independent financial advice on the areas shown below.

We look at the whole of the market when recommending a product to ensure it is suitable for your circumstances and meets your requirements.

Free 30 Minute Initial Meeting

The purpose of this meeting is to enable us to discuss and understand your needs and circumstances and explain the services we can provide to meet those needs.

This meeting will not include any advice. A fee quote for any advice will be offered following the meeting based on the information provided.  

Ahead of the meeting, we would be grateful if you could complete and return the client information form below. We have also provided our Retail Client Agreement offering further information on how we work and the services we provide.  

To discuss our services further, please contact us.

Client Information Form

Retail Client Agreement