Covering Shaftesbury and the surrounding area in Dorset and Wiltshire, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Known for the iconic Gold Hill, Shaftesbury is on the border of North Dorset and Wiltshire.
Our advisers provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Adviser
Richard is an independent adviser working in and around the Shaftesbury and the Dorset/Wiltshire area. He provides advice on all areas of finance including:
Richard has worked in financial services since 2000 and has helped hundreds of clients to reach their financial goals. He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year.
‘I aim to build long term relationships with my clients and help them to engage with their financial planning. I want clients to fully understand their plans and I believe real value is delivered to clients though the medium of the ongoing reviews, after all life has a habit of taking us in different directions from time to time! My aim is to assist clients at every step of their financial journey and ensure positive, good client outcomes.’
Richard lives just outside of Shaftesbury with his wife and young son, his hobbies include watching sport, cycling and he has recently qualified as a private pilot.
For independent financial advice in Shaftesbury contact Richard.GET IN TOUCH TODAY
What our clients say
He explained everything to me in a simple way for me to understand what was needed and what was going to happen. There was nothing he could have done better because he did a great job and I am very happy with the outcome.
Mrs Ayles, Shaftesbury
Richard is great! Very professional and full of knowledge. He advised us well and we now have new better pension plans!
Mr Adams, Shaftesbury
Richard advised all the necessary documents we would need for a smooth mortgage application and found us a great deal saving us around £200 per month. Richard also re jigged our life Insurance policies and saved us money for a better level of cover.
Mrs Goodwin, Shaftesbury
Initially needed a mortgage and was offered first class advice by Richard. Have since turned to him for pensions advice and would recommend to anyone seeking trustworthy financial advice.
Ms Belgeonne, Shaftesbury
Richard was a pleasure to deal with . Reliable, honest and happy to spend time explaining all the options. Richard is really flexible with meeting times and is willing to meet in the evening.