• Richardson & Associates Independent Financial & Mortgage Services Ltd
  • SUITE 4, BYRON HOUSE
  • SEAHAM
  • DURHAM
  • SR7 0PY
  • Tel: 0191 5214408
  • Fax: 0191 5214265
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.
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's talk.
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.

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 5 advisers with over 70 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,inheritance tax planning and capital gains tax planning.