Shaftesbury Office

Premier Financial Planning Ltd’s core focus is to deal with you as an individual and help you to understand things better and construct solutions that are tailor made to your specific needs and desires.

Richard Odell | Adviser Shaftesbury Office

Richard Odell

Richard Odell is a director and one of the founding members of Premier Financial Planning Ltd. He works from Premier Financial Planning Ltd’s Shaftesbury division dedicated to serving and educating those coming up to and in retirement. Since 2000, Richard has worked with hundreds of clients to make the best of their money and help to safeguard their capital. He commits the bulk of his time to working with both new and existing clients to ensure their finances are structured correctly and help them to spot opportunities to improve their situation. Richard accomplishes this through investment management, tax planning, wealth preservation and retirement planning.

Richard is dedicated to ensure that Premier Financial Planning Ltd is truly independent, so that we are able to provide the very best service and advice to our clients. The company is built on a culture of providing open, honest and transparent advice with the view of forging long term relationships with clients.

Richard lives near Shaftesbury. He enjoys cycling and has a keen interest in horse racing and clay shooting.

Reviews and Ratings for Financial adviser Richard Odell, Bath

Send Richard a message



richard@pfp-ltd.com

How can Richard help you?

Some of the core objectives many people have with their capital are:

To get a decent return on the money
To preserve the capital
To avoid paying tax

We use our professional experience and expertise to show you ways that can increase the returns on your savings, with the aim of getting a real (above inflation) return. We advise you to identify the investment options that are right for you, helping to match your specific set of objectives and circumstances to make the most from your capital.

It is time to do something with your pension and with pensions now more flexible and accessible than ever before, there are far more retirement options to choose from. We will help you to understand these options and which option is right for you. We run independent comparisons against your existing pensions, using the whole market, to help you get the very highest level of income from your pension, ensuring you have the most comfortable retirement possible.

It can be hard to think as far forward as retirement, however in a blink of an eye it will be fast approaching and if you haven’t made pension provisions for this it can mean that your standard of living will drop significantly, or you will have to continue to work until a much older age. The sooner you start a pension the easier it is. We will advise you and help you understand which pension is right for you and how that pension should be invested to give you the best return. We will show you what level of income this could provide in retirement and what level of contribution you should make to obtain a certain goal.

Buying a house can be a complicated and drawn-out process. This is not helped by the fact that mortgages can seem more complicated and mortgage lenders having different criteria (which means where one would say no, another could say yes!). We use our independent research software and industry experience to advise you to the very lowest mortgage deal ‘that is more likely to say yes’! Our aim is to save you time, stress and money.

No one likes to think about dying…....

However it is a fact of life and it will come to us all in the end. We want to make sure that if something should happen to you, the ones you leave behind are financially protected. Our aim, using our independent research tools, is to find you the right cover and the lowest possible price to ensure you are covered properly.

How do we provide you with independent advice?

We provide a face-to-face consultation.  We take the time in this meeting to understand your needs and help you to understand the options available.  Our aims for this meeting is to put you in a more informed position and also for you to get to know us and see how we conduct ourselves.  

We will meet at a time convenient to you and come and see you at a location of your choice (usually your home where you have all the information/documents at hand you wish to discuss).

We will talk through your circumstances with you and discuss the topic you are looking for advice on to get a better idea of what you need.  If further information and research is required we will do this for you and book a second meeting to talk this through. 

We never believe in pressuring clients; just providing open, honest, robust advice and you have no obligation to use our services.  We only take on clients that we can add value to and want to form that relationship with us.

Once we have taken you on as a client we will keep in contact with you.  The regularity of this will depend on the type of advice you need from us.  However we will be on hand whenever you need us.

If you are looking for independent advice on:

  • Pensions
  • Investments
  • Retirement Options
  • Mortgages
  • Life Assurance

Then simply request a free consultation with Richard by filling in the short form.  He will then be in contact shortly to discuss things further with you.

Testimonials

Richard has worked closely with me now for several years, he always takes the time to listen and explore all the options available to me. I have been so impressed that I have passed his name on to several family and friends who also continue to use him.”

Mr Pike 

Richard guided my partner and I through the house buying process from start to finish, no questions went unanswered for me. He took the time to meet us in his London office on more than one occasion and made it his business to ensure we understood every part of the process. He continues to be accessible and helpful with all aspects of my personal finance.”

Mr Swannack