Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Hartlepool

Covers

County Durham, Tyne and Wear, North Yorkshire

Matthew Richardson

Independent Financial Adviser

I have over 13 years’ experience in banking and financial advice and have spent the last five years specialising in providing financial advice to private wealth clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Hartlepool

Covers

County Durham, Tyne and Wear, North Yorkshire

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