Our approach

We will work closely with other professionals, such as lenders, accountants and solicitors, to deliver a seamless service to you.

Our process

This is the six-step process we follow:

Initial meeting and review – identifying your needs and objectives
Getting to know you – gathering relevant information
Analysis – an evaluation of your particular financial situation
Recommendation – developing a strategic plan
Implementation – reaching an agreement on how and when the plan will be implemented
Ongoing service and relationship – regularly monitoring your progress

Please contact us to find out more about our financial planning process – we look forward to hearing from you.

At Peter Richards Financial Ltd, we ask the questions, look into your future, give straightforward advice and find the right solution for you.