Financial News & Insights
Stay informed with our latest news and insights, offering a glimpse into our lives and how they connect to the financial improvements we help our clients achieve.
A Year of Community, Kindness and Gratitude
As December arrives and the year draws to a close, we wanted to take a moment to wish everyone a very Merry Christmas and a Happy New Year.
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Celebrating Our Verification as a Business for Good in Basingstoke
At Richard Pearce Wealth Management we believe strongly that our work is about people, clients, families, our team, and the wider community. Read more
Five Years of Building Trust: A Reflection on Our Journey Together
This year marks five years since Richard Pearce Wealth Management was founded, a milestone that offers a moment to reflect, appreciate, and thank those who have been part of the journey so far.
From the very beginning, Richard’s focus has been on creating a people-first practice, one built around trust, understanding, and long-term relationships. Over the past five years, that approach has helped shape how we work and who we are today.
When Fashion Meets Purpose: Celebrating Empowerment and Community
At Richard Pearce Wealth Management, we’ve always believed that success means more than numbers, it’s about people, purpose, and community. That’s why we were so proud to sponsor the Preloved Charity Fashion Event, supporting Hampshire Hospitals Charity and Citizens Advice Basingstoke.
The event was the vision of our Business Development Manager, Chloe Pearce, whose passion for empowering women shines through everything she does. She wanted to create more than just a fashion show, she wanted to create a space where women could feel inspired, confident, and celebrated.
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Investing: The Skill in Doing (Almost) Nothing
In today’s world of constant updates and breaking news, investing can feel overwhelming. Markets rise and fall daily, headlines scream about global events, and social media is full of predictions. It’s natural to feel like you should be doing something to protect or grow your money.
But here’s the surprising truth: When it comes to investing, one of the most valuable skills is knowing when to sit tight and do (almost) nothing.
This idea was explored recently in a St. James’s Place article, which highlights how long-term investing success often comes down to patience and discipline rather than quick reactions (St. James’s Place, 2025).
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£30 Million Under Management – A Milestone Built on Trust, Family and Community
When I reflect on the journey from where I started to where I am today, it still feels surreal. Earlier this year, I wrote about my transition from a career at Nationwide to founding Richard Pearce Wealth Management, a leap of faith driven by the belief that I could offer something more personal, more meaningful, and more enduring for the clients I serve.
Today, nearly 5 years later since I left Nationwide and I’m writing to share something we are all very proud of:
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Giving Back to the Hospitals That Have Given Us So Much
At Richard Pearce Wealth Management, we believe that community is everything, and we know many of our clients feel the same. That’s why we’re proud to announce that from July 2025 to July 2026, we will be supporting Hampshire Hospitals Charity as our Charity of the Year.
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Easing the Burden: How Financial Advice Can Support Mental Wellbeing During Retirement Planning
As May marked Mental Health Awareness Month in the UK, it's an opportune time to reflect on the profound connection between financial wellbeing and mental health. For many individuals aged 40 to 65, concerns about future financial security, particularly regarding retirement, can be a significant source of stress and anxiety.
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Archie’s Virtual World Walk: 50 Miles. 50 Countries. 1 Big Mission
This May marks a very special milestone for our family here at Richard Pearce Wealth Management. It’s been one year since our son Archie was diagnosed with Type 1 Diabetes, a diagnosis that changed our world, but never changed Archie’s spirit. To honour this journey, Archie is taking on an incredible, virtually globe-trotting challenge.
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Unlocking Hidden Wealth: How We Discovered £83,000 for a Client and Transformed Their Retirement
At Richard Pearce Wealth Management, we believe that retirement planning is like assembling a complex jigsaw puzzle. Each piece represents an element of your financial life, and our mission is to help you fit them together seamlessly to create a fulfilling and secure retirement. One recent client experience exemplifies the profound impact of this approach.
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