‘My mother has been diagnosed with Vascular Dementia and has an 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 an 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.’
‘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.’
We approached Richmond House as they are a local company with the legally required qualifications to process our pension arrangements and investment. We were immediately put at ease with their approach and common sense attitude which considered our lifestyle, financial needs and long term objectives. Their knowledge and expertise is all encompassing and they have thoughtfully considered beyond our immediate aims, for which we have been very grateful. We were kept fully informed at all stages of resolving our pension investments and have found the face to face meetings very useful where it has been very easy to ask for further explanation and advice. We have been offered other financial options for consideration and reflection, in our best future financial interests, without any compulsion, and to be reviewed again in our own time. The whole process of Richmond House managing our investments has been stress free and we would whole heartedly recommend them to anyone requiring financial direction and advice.
‘I have trusted Richmond House with my savings and pensions plans for the last 3 years. During that time I have found their advice to meet my objectives and at the same be conveyed in a friendly, accessible manner. The key point of difference is that they provide a true business relationship that demonstrates they care about their clients which is a notable distinction from the larger investment advisers I have used in the past.’
‘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.’
‘I just wanted to drop you a line to say a huge thank you for all the efforts that you have put in to getting Kim’s pension transferred. It has been a painfully slow process, I fully appreciate why you have kept plugging away and success is in sight. Thank you again to all at Richmond House who have helped with this next piece of the puzzle.’
‘I needed urgent pension advice before my tax year end; Nigel, at very short notice, gave me the recommendations and advice I needed, extremely efficiently. Nigel and the team then performed an almost impossible task by getting everything completed well in advance of the deadline. It is rare today to find such a business like Richmond House that are so customer focused and very professional in dealing with such pressurised requests.’
‘Paul – We would like to drop you a few lines of appreciation for the services we have received from your company over the last few years. Your representative Nigel Taylor has been looking after our financial affairs since taking over from Chris S. Nigel’s approach is very strategic in his advice process as he encourages us to think ahead with our planning. His explanation of recent events such as the changes to the pension legislation has been very easy to follow and we understand what it means to our personal circumstances. We now have a clearer picture about future income prospects to maintain our lifestyle for the foreseeable future. It is so reassuring that the decision we made all those years ago to invest our pensions and investment saving with your company has been a really worthwhile investment and one of the best decisions we have ever made! Please pass on our thanks to Nigel as well.
‘John – I just wanted you to be aware of the high opinion we have of Linda (Financial Planning Assistant). Throughout the funds liquidation/transfer process the level of care and attention she provided was really top class. Indeed her level of customer service to us always is. We frequently express our appreciation to her, but we thought it worthwhile for you to know the high regard we have for her. ‘
‘I have just received your latest Investment Bulletin, good news time yet again! Richmond House Models have done extremely well by exceeding Sector Benchmarks with 6 to 8 % growth. This is not the first time I have complimented you – many conversations over the 20 plus years that you have been taking care of my pension and investments, cannot all be luck considering how volatile the world has been and still is. Long may it continue.’
’Many thanks Paul for our annual financial review and for your work on my investments. I note that Richmond House has outperformed, yet again, compared to my Coutts investments. I have always found your advice clear and insightful, and the results speaks for themselves. I look forward to continuing this productive relationship.’
‘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 .’
‘We have been using Richmond House for pension and investment advice for the last three years. Our adviser Nigel has given us excellent service and advice, as well as having above average returns on our investments. So much so, we recently had a review with Nigel. We wanted to know whether we would have enough income when we decide to give up our ‘day jobs’ in 5 years’ time to have a similar lifestyle as we have now. Nigel informed us of our current valuations and if we continue to make the same regular contributions, he has calculated that we could maintain the same lifestyle. This was very reassuring as we have a clear direction and that we are on target to get the standard of living we really want. We have already recommended Richmond House and Nigel to friends and family as we know they will get great advice.’
‘Investments, particularly when one is unfamiliar with the markets can be quite scary for people as risk averse as my wife and I. Apart from a couple of market blips our ISAs have performed well thanks to Richmond House’s management. As you can imagine, as we move into semi-retirement, my pension investments are even more important and while past performance can’t be relied upon, what you have done to date has given us confidence in Richmond House protecting our lifetime investment. Thanks again and we look forward to many more years with Richmond House .’
‘Nigel Taylor who has become like a friend, always helpful and knowledgeable with mine and my brothers personal pensions. I wish every success with your company with its rebranding.’
Tim O’Sullivan, O’Sullivan Concept Salons
‘Nigel, when I drove away after meeting you the other day I realised that I never thanked you for telling me about the “marriage allowance” scheme. We have now received about £400 and we will make considerable savings on our pension – all good news.
Had it not been for your advice we would never have known about it so we are both very grateful.’
KD from Watton at Stone
‘The approach and concern taken by yourself to ensure I was making the right investment choice was evident from the start. This put me at ease immediately knowing I was dealing with someone with a wealth of knowledge and backed by and equally caring company.
I would certainly recommend your services and those of Richmond House to friends and colleagues.’
‘Thanks Paul for the latest e-mail. The calm voice of reason – just what I needed at the moment!’
‘Thank you for your frequent updates and your common sense approach to the crisis.
It is reassuring to know that you are keeping a close eye on the markets and bringing
us along with your thinking on a regular basis.’