About Richards Financial

Hello I am Stuart Richards, before establishing Richards Financial I spent over 30 years working in the banking and advice industry. However, in 2010 I felt that a lot of customers were not receiving the individual attention they deserved and as such I set out to offer a one to one personal financial advice service, which customers seemed to value.

I hold the diploma in Financial Services issued by the Chartered Insurance Institute and hold a “statement of professional standing” which is needed by all financial service advisers.

I adhere to the Financial Conduct Authority “Treating customers fairly” program and have attached my customer charter and my “client agreement“.

Richards Financial Ltd also adheres to and subscribes to the Financial Ombudsman Service. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567. For full details of their service CLICK HERE.

I will work with you to understand your personal financial situation, your objectives and goals before researching the whole of the market, this way you can be sure that you are getting the very best product or service available to you.

My primarily aim is to establish long term trusted relationships in all my dealings.

Please contact me on 01785 780936 to arrange an appointment or if you have any questions.