Our Principles:
We offer a bespoke and fully independent financial advisory service, based on first getting to know our clients properly and then advising them honestly from there as to how best to meet their goals.
We operate in a professional, but also friendly way. No hard sell…we simply help clients to identify their most pressing financial needs, and then independently research the relevant market places to find the most suitable, cost-effective solutions.
Jonathan Richards, Principal and Managing Director
Jonathan Richards (MBA; BSc.(Hons.); CeMAP; Dip. PFS) has more than 28 years’ experience of providing financial advice. After a solid grounding in the profession in the 1990’s with first, Friends Provident and then Legal & General, Jonathan has been providing financial advice (including mortgage advice) to clients which is independent advice since 2001.
Jonathan deals with clients having a wide range of occupations – including professional sportspeople and those who work in the worlds of media and entertainment – but he also has many valued clients who are either retired or entering retirement.
Jonathan Richards Financial Consultancy Ltd. is a business which has grown over the years primarily as a result of repeat business from satisfied clients and referrals from those same clients to their friends, family and work colleagues. Continued client satisfaction has been, is and will remain the number one priority for the company.
Outside of work, Jonathan’s interests include reading, walking in the countryside, watching live sport and socialising with his partner, family and friends. He has two children with whom he is very close.
Want to know more?
To find out more or to arrange a meeting with us, please call 07957 140650, or email enquiries@richardsifa.co.uk