Testimonials

Read some of the feedback received from clients.

Richard has taken the time to understand my financial needs. He always explains his recommendations to myself and my wife and has never sought to impose his views on us. He has been available by phone, email or personally whenever we have needed advice and meets with us regularly at our home. ...

C.M.C

I have known Richard Brown since 2004 during which time he has provided a refreshing approach to all aspects of personal finance. It is essential to receive advice relevant to the ever changing global financial situation as well as to the complexities and nuances of the NHS pension. I have no d...

CG | Consultant Urologist, Bath

Richard Brown has been my adviser for over 10 years now. I work as a GP locum and am a single parent so it is a great comfort to me to know to know that my kids would be financially supported and provided for after I'm gone, thanks to his advice. Richard has always been straightforward in his dea...

Anonymous | GP locum, Bristol

The financial planning advice provided by Richard Brown has always been bespoke and specific to my needs. His friendly professional approach, together with his patience and circumspection has facilitated financial decision making in an environment of total trust and confidence. I am very pleased ...

G.D.P | Bristol