Wealth Management

We provide holistic financial planning for individuals and companies to help clients achieve their goals and aspirations.

We also offer a wide range of services from investment management and pensions, through to inheritance tax planning

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Our sister companies

Funding for retirement

Taking retirement benefits


Saving for events

Investment management


Inheritance tax planning

Cash flow modelling

Long term care

Next generation

What our clients say

“ My mother has been diagnosed with Vascular Dementia and has extremely poor memory, but is physically fit and able.  She is 83 and now a resident in a Care Home of our choosing.  Our funds are limited and my fear was that funds would run out and Mum would get moved to a less desirable Care Home.   Trying to think through all the scenarios about what to do for the best is a horrible thing to have to do, but Wendy Devlin of Richmond House was a fantastic listener and provided honest and fair assessment of the best way forward.   A Care Home Annuity is a huge financial transaction and I’m glad I didn’t have to sort it out on my own.  Thank you. ”
Wendy Carruthers,
“ I was most impressed with your thorough and detailed report in your formal pension recommendations. I agree with the proposals you have made and would like you to proceed on this basis. Thank you for your advice and assistance, I am very pleased with the outcome. ”
Mr I D, High Wycombe
“ I have to let you know that over the years, the one rock steady thing in my life has been Richmond House and how you have all been there to help me make the right financial decisions at the right time. ”
Augustino (Gus) Bove,
“ The personal pension is one of my major savings accounts for later life and it is very reassuring to know that is well looked after and actively managed by the excellent team at Richmond House ”
Geoff Stilwell, Partner of Brown & Lee Chartered Surveyors

For more information

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