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.
Approaching Retirement: Is It Time to De-Risk Your Investments?
As retirement gets closer, many people naturally begin to think differently about their money.
For years, the focus may have been on growing pensions and investments, building wealth and preparing for the future. But as retirement moves from being a distant goal to a realistic next chapter, a new question often emerges:
“Am I taking the right amount of investment risk?”
It’s a question we hear regularly from clients. After all, you’ve worked hard to build your financial future and understandably want to protect what you’ve accumulated.
However, deciding whether to reduce investment risk, often referred to as “de-risking”, isn’t always straightforward.
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Retirement Planning for Business Owners
When we talk about retirement planning, most people imagine a clear finish line, a moment where everything aligns perfectly.
But for business owners and shareholders, it’s rarely that simple.
In fact, one of the most common, and often overlooked, challenges are:
👉 What happens when shareholders want to retire at different times?
It’s a situation that can create tension, uncertainty, and financial risk if not handled properly. But with the right planning, it can also be managed smoothly and strategically.
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A Moment of Pride, Purpose, and Community
There are moments in business, and in life, that stay with you, because of the people, the purpose, and the impact they create. Recently, we experienced one of those moments.
Chloe and our son Archie were invited to visit Bluebird Care Andover & Stockbridge, where Archie spoke to their incredible team about living with Type 1 Diabetes. It’s difficult to put into words just how proud that made me feel.
Laughter, Community and Making a Difference: Our Evening Supporting Hampshire Hospitals Charity
At Richard Pearce Wealth Management, one of our core values is Making a Difference.
For our family and our business, that doesn’t just mean supporting our clients, it also means supporting the communities and organisations that make a real impact on people’s lives.
That’s why sponsoring the recent Hampshire Hospitals Charity Comedy Night was such a special evening for us.
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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.
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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
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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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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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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