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Helping clients create wealth One relationship at a time
Richard Pearce Wealth Management operates from offices in Andover, Basingstoke, & Newbury, extending bespoke wealth management advice to clients and corporations across Hampshire, Berkshire, and neighbouring regions.
With a wealth of experience spanning over 20 years in financial planning, our mission is to safeguard and cultivate the prosperity of our clients and their families. We continuously enhance our knowledge and expertise to provide tailored financial advice, catering to individuals from all walks of life, regardless of their circumstances.
We take great pride in fostering strong, personalised, and enduring relationships with our clients, providing a comprehensive and professional wealth management service that spans a lifetime.
If you’re interested in learning more about how we can assist you, feel free to give me a call today on 07545 304966 or book directly via my calendar link.
Services
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Financial Planning
Understanding your financial future can feel overwhelming, but with the right guidance, you can gain clarity and confidence in your decisions.
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Pension Planning
The concept of retirement is evolving, becoming both more ambitious and less rigid. With longer life expectancies and a desire for greater fulfilment during retirement, individuals are seeking more from this phase of life. Engaging a professional to assist with pension planning offers peace of mind amidst these changing dynamics.
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Protection Planning
At our firm, we don’t just focus on Wealth Management. We believe in the importance of establishing the right protection measures tailored to your unique circumstances. This ensures that you, your family, or your business have a financial safety net in place for life’s uncertainties.
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Retirement Planning
No matter which stage of life you find yourself in, seeking expert and professional advice for your pension planning needs is crucial to ensure you get the retirement you want and deserve.
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Investment Planning
Whether your financial goals involve generating income or achieving growth, having an effective investment strategy is essential for securing your financial future. I offer top-quality advice, comprehensive investment solutions, and ongoing support to help you reach your objectives.
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Tax Planning
Efficient tax planning is essential for safeguarding the money you’ve rightfully earned. At Richard Pearce Wealth Management, we specialise in offering guidance and advice on efficient tax planning, along with a range of other financial services.
Find out moreWhat could they have done better?
Nothing.
What were the circumstances that caused you to initially look for an adviser?
I had numerous pensions from various employers, none of which I really knew what they were doing or what I should do with them.
How has Richard Pearce helped you?
Richard helped me understand each pension I had, and what I should do with it – transfer or leave as it is.
Have you seen the outcome you were hoping for?
Yes, I can now see the transferred pensions in one place and have a more accessible way to see what it is happening. I also have the advice knowing what I need to do to ensure I have a good retirement income.
Nicky Young, Basingstoke
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About Us
At Richard Pearce Wealth Management, we leverage over 20 years of expertise in financial services to assist you in achieving your goals and aspirations. Operating in Hampshire & Berkshire, with offices in Andover, Basingstoke & Newbury, we offer tailored wealth management guidance throughout the south of England.
Find out moreHow we work
Our mission is to make a positive impact in everything we do, from designing the ideal retirement plan for you, to guiding you through your pensions, and investing in the future of you and your family. We're here to support you every step of the way.
Find out moreMeet the team
At Richard Pearce Wealth Management we understand you want more than just expert financial advice; you also want to feel confident that you will be looked after by a team who will listen and appreciate your needs. That’s why we have put together our expert team below that continues to grow and ensures an exceptional experience with us throughout your journey with us.
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