0161 219 8576
Based in Alderley-Edge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 March 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Richard has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 42 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 March 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Richard has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 42 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 5 first impressions)
I am a Chartered Financial Planner and non-practising Chartered Accountant advising clients across the country from our offices in Alderley Edge, Cheshire. I work with individuals and families across a range of financial planning areas including: Retirement Planning, Investments and Family Protection. Our business has been established for over 14 years and operates as part of the St. James's Place Group. We have a wide and varied client portfolio, but with a particular specialism in assisting busy professionals such as partners of professional firms, and company directors. I began my career in 2005 training as a Chartered Accountant with PricewaterhouseCoopers LLP in Manchester. I left the accountancy profession in 2009, deciding I would be better suited to assisting individuals and families with my financial skills. I joined the St. James's Place Academy in December of that year, training and qualifying as a financial planner. I am a member of the Chartered Insurance Institute (CII) and remain a member of the Institute of Chartered Accountants in England and Wales (ICAEW). Outside of work I am a cricket player by summer, hockey player by winter and fair weather golfer. I live in Cheshire with my wife Veronica, daughter Olivia, son Nicolas and our dog Mocha. Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Ltd The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 11/08/2023
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Richard's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Wilkinson Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Limited, a company registered in England and Wales no.09829333