Testimonials

What could they have done better?
Personally, nothing. Top service.

What were the circumstances that caused you to initially look for an adviser?
I was looking to make more from my pension, and after some research and conversations, I decided to go with Richard. This helped going with a professional as I was a bit unsure of my success if I did it on my own.

How has Richard Pearce helped you?
With a pension transfer and a giving me a full breakdown of how my money is invested in a clear and concise manner.

Have you seen the outcome you were hoping for?
Yes.

What could they have done better?
We have been unable to identify anything we would wish to have been done differently.

What were the circumstances that caused you to initially look for an adviser?
We have had an adviser since 1996 when I received a large redundancy payment.

How has Richard Pearce helped you?
Richard has been consistently helpful – from suggesting changes to our portfolio to maximise returns, to discussing our choices about risk and levels of expenditure which shape our investment approach.

Have you seen the outcome you were hoping for?
We are very satisfied that the level of return matches our expectations given market conditions and our conservative approach to risk.

What 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.

What could they have done better?
Nothing.

What were the circumstances that caused you to initially look for an adviser?
I needed expert advice and Richard came highly recommended.

How has Richard Pearce helped you?
Great advice as to how invest money across a portfolio of investments. Mentored every step of the way by Richard, the why and how of all suggestions and recommendations

Have you seen the outcome you were hoping for?
I have seen my net wealth and investments rise as forecasted over time.