Testimonials

Timely advice and expert opinion

For almost a decade, Richard has been providing timely advice, expert opinion and rapid when required action on matters financial. He has a thorough grasp of current legislation regarding savings, pensions and future proofing which have been of great help to me personally and professionally.

I first met Richard when he gave a clear and very helpful presentation on teachers’ pensions. He understands the common issues that teachers encounter with regard to assuring their future and their wish to feel well informed while not being time rich! I was impressed and asked him to look after my personal finances and visit my school to present to staff here. He did so and many colleagues profited literally and metaphorically from his advice.

He also did a very well received presentation for local primary school colleagues.

Since then Richard and colleagues have run several pre-retirement courses at my school with representatives from schools in Bradford, Leeds, Wakefield, Kirklees and Calderdale. Feedback has been very positive. Richard had abundant energy and loves what he does which is probably why he is very good at demystifying the complex world of finance and pensions.

Jackie Eames, Former Executive Head, Batley Girls’ High School

Trustworthy financial advisor

I met Richard at a head teachers’ conference in the1990′s, where he was giving advice on investments. Although my husband and I were saving and I was investing in a Teacher’s Assurance Policy, the returns were relatively moderate. Richard visited us in our home, to discuss better ways of investing and his advice, over the years, has been invaluable, particularly now we are retired.

He regularly contacts us, reviews our financial situation in detail, and makes adjustments, with our agreement, as required.

Philip and I have fared far better than we ever would have done without his advice. We have no hesitation in recommending him as a trustworthy financial advisor, who provides his clients with an individual service to cater for their needs.

Felicity Fletcher, Retired Head Teacher

First class service

I have known Richard for over 20 years, throughout that period he has always provided a first class service both to myself and other Leeds Head Teachers.

I also know that colleagues at our school have found his advice on pensions and investments to have been extremely useful and rewarding.

Steve Jex, Former Executive Principal, Horsforth School