Investment advice & portfolio planning. • Experienced investor? We can provide advice on the most      appropriate vehicles from all UK investment houses. • New to investing? We can guide you, taking into account       your tax, income, growth and risk requirements. • Fully independent, able to advice on the entire UK market.  If you have a need for investment advice, we have the expertise you
Investment advice & portfolio planning. • Experienced investor? We can provide advice on the most appropriate vehicles from all UK investment houses. • New to investing? We can guide you, taking into account your tax, income, growth and risk requirements. • Fully independent, able to advice on the entire UK market. If you have a need for investment advice, we have the expertise you'll want.
Financial Advice. Talk to us.
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
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.
Retirement Planning. How comfortable will you be in retirement? Not sure. Talk to us.

 

About Us...

Richardson & Associates has been established since 2004. We are a team of 4 advisers with over 80 years' experience between us 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, covering Newcastle, Sunderland, Durham, Northumberland, Teeside, and the surrounding areas. For mortgages, we can work on a fee or commission basis. Our typical fee is £395. All costs will be discussed at our first meeting which will be free of charge.

Will writing, Inheritance Tax and Capital Gains tax planning are not regulated by the Financial Conduct Authority

Please take a moment to read our information on pensions, investments and savings, insurance, life assurance, mortgages, will writing,inheritance tax planning and capital gains tax planning.