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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Funding for retirement

Taking retirement benefits

Investments

Saving for events

Investment management

Protection

Inheritance tax planning

Cash flow modelling

Long term care

Next generation

What our clients say

“ 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

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Tweets

RichmondHouseUK

@RichmondHouseUK

Last week, the price of Brent crude fell 11.9%. While this is a boost to consumers, it is likely to slow the development of the US oil industry which has been a significant driver of the USA’s economic growth.

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2:02 PM - 26 Nov 2018

RichmondHouseUK

@RichmondHouseUK

Well done Sharon and Harry! https://t.co/TCFYaFiBH2

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4:04 PM - 23 Nov 2018

RichmondHouseUK

@RichmondHouseUK

Last week, GE shares tumbled as the company desperately looks to sell assets to reduce its leverage. Low interest rates have encouraged companies to borrow and lower economic growth and rising borrowing costs going forwards will put pressure on weaker businesses.

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1:01 PM - 19 Nov 2018
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