Financial Advice. Talk to us.
Inheritance Tax.
Are you happy at the thought of the taxman having a chunk of your estate?
If not, let's talk.
Retirement Planning. How comfortable will you be in retirement? Not sure. Talk to us.
Inheritance Tax Planning is not regulated by the Financial Services Authority
The value of investments and income from them may go down. You may not get back the original amount invested.
About Us...
Richardson & Associates has been established since 2004. We have eight advisers with over 100 years experience between them in the financial services industry.We are dedicated to unbiased face-to-face financial advice. We have fully qualified financial advisers, on hand to provide, and tailor financial advice to meet your needs, based in Newcastle, Sunderland, Durham, Northumberland, Teeside, and the surrounding areas. We work on a fee or commission basis. All costs will be discussed at our first meeting which will be free of charge.
Please take a moment to read our information on pensions, investments and savings, insurance, life assurance, mortgages, will writing, child trust funds, inheritance tax planning and capital gains tax planning.