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


Saving for events

Investment management


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

For more information

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Kerina Bradburn, Financial Planner, and Gemma Pearson, Private Client Manager, from @RichmondHouseUK were delighted to assist Year 9 pupils at #LifeSkills day, and hope they learned essential financial skills. https://t.co/1tvOLIBY9q

10:10 AM - 18 Jul 2019



Richmond House Wealth Management, proud sponsor of Best Family Business at this year's @biz4Biz_Awards congratulations to Sigma. https://t.co/mpPNfddubq

2:02 PM - 23 May 2019


2:02 PM - 9 May 2019
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