Graham Richardson

Planning your Financial Future & Protecting your Wealth Estate

With almost 3 decades of experience in advising clients to call on I can safely say that no two clients are exactly the same.

I deal with Businesses, Families, Trustees and Individuals and help them plan and protect their financial future.

Utilising time saving technologies we can look at whatever assets you hold already, what can be saved and when, what needs planning and for how long and then ultimately who you want to leave everything to once you have built up your wealth.

Unfortunately, most people don’t know what they have already and are very sceptical of any advice from those interested in selling or advising to take out a financial product.

I start from the basis that I can help you understand what you have already, discover your goals and objectives and put a plan together “for you” that we can work on together, whatever you have invested in already. You don’t need another “product” to achieve your goals if you have your assets built up already, and the safest place is often not recommended for obvious reasons.

I’m happy to have an initial meeting at our cost and should you require my ongoing advice any fees will be agreed before you pay or commit to anything and you will never be tied into long term contracts or products with exit penalties. Working from home I can assure you that whilst my fees will be the most competitive, no shortcuts are taken with the robust and compliant support that Sandringham provides to its Advising Partners.

With the massive investment we at Sandringham have made Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

I look forward to be able to demonstrate exactly what you need and more importantly all of what you don’t.