Richard Thrower

Experience

Having worked in the industry since 1996, I have gained experience in both personal and Corporate Financial Services.

My approach with clients is to provide holistic client focused Financial Planning, encompassing investments, pensions, estate planning and protection. My passion is to help clients achieve their financial objectives and personal aspirations, through short, medium and long term cash flow planning.

The foundations of the service that I offer are:

• An initial meeting, conducted completely free of charge and without obligation, giving you the opportunity to discuss any financial issues and concerns you require advice on. This also gives you an opportunity to meet me in person.
• Before any advice is provided, I gather indepth information relating to your personal goals and personal or business circumstances, which will form the basis of my advice.
• Advice and recommendations are presented at a second meeting. These are designed to be easy to understand and JARGON free! By fully presenting my recommendations in person, I am able to ensure that there are no misunderstandings and all your questions can be fully answered before you proceed.
• As personal situations change, regular reviews occur to keep information up to date and to ensure your objectives continue to be met.

I am a strong believer that an adviser/client relationship is built on trust and achieve this through my continued professionalism and knowledge. I believe that a large part of my role is to take away the anxieties that can be present when dealing with money, so you can enjoy life confident in the knowledge that your spending and planning decisions are right for you.

I form part of a strong dedicated team of professionals that, depending upon your needs, can be here to offer you wider financial solutions. This team includes Discretionary Fund Managers, Mortgage and Protection Specialists, Accountants and Solicitors.

Richard’s Advice Team