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How 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.

We strive to improve the lives of everyone connected with Richard Pearce Wealth Management—our clients, employees and even the charities we support. Every action we take as an organisation is aimed at creating meaningful, positive change.

At Richard Pearce Wealth Management, our Mission, Vision, and Values shape everything we do, ensuring that our clients are always at the centre of our focus.

By helping our clients make informed decisions about their financial futures, we aim to create meaningful, positive change in their lives.

We’ve streamlined the process of working with us into a few easy steps:

  1. Assessing your personal and financial situation.
  2. Defining and prioritising your goals.
  3. Reviewing your current approach and exploring alternative options.
  4. Creating tailored financial planning recommendations.
  5. Presenting our recommendations to you.
  6. Implementing the recommended plan.
  7. Monitoring progress and keeping you updated through ongoing management and reviews.

Ready to start your journey?

Start your financial journey with us by clicking the button below to book a no obligation, 15 minute phone call

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© Copyright 2025 Richard Pearce Wealth Management

Richard Pearce Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management (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 the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Richard Pearce Wealth Management Ltd is registered in England and Wales, Number 14307652. Registered Office: 43 Barley Road, Andover, SP11 6GB, United Kingdom
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

SJP Approved 10/03/2025

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Get in touch

Thanks for getting in touch

We'll be in touch as soon as possible. If you need to speak to us in the meantime, feel free to call on 07545 304966.