Helped us get control of our investments and future planning
We have been with Richard at Old Royle as our financial advisor for several years now. Prior to contacting Richard we felt that we didn’t have control over our investments including pensions and we didn’t feel we were planning enough for our future. Richard spent a lot of time with us getting to know our financial position, our attitude to risk and what are plans are for the next few years and longer term. Having done that he then established an investment portfolio where we can see how everything is performing and what our options are for the future. This portfolio has done very well since we started with Richard and he regularly catches up with us to make sure it’s meeting our needs.
Richard is always friendly, helpful and keeps on top of changes. Definitely worth a 5 star review.








