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Steven Richardson

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Berkshire, Surrey

Steven Richardson

Chartered Financial Planner

I’ve been providing advice to my clients for over 10 years. My role is to help my clients achieve their financial objectives and goals.

My expertise is typically helping people in the run up to retirement and helping them once they have decided to retire. I have specialist qualifications in pensions and retirement planning, as well as long term care. I am also a SOLLA accredited to specialise in Later Life Advice.

I’ve learnt that everyone is different with different goals and a “one size fits all” approach does not work in financial planning. I spend time to get to know my clients and understand them and their families so that the advice I can provide is the best and most appropriate for them and their families.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Berkshire, Surrey

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