Experienced, independent consultants

With over 40 years’ experience in financial planning, we’ve helped a vast array of people manage their money sensibly and profitably.

When you work with us, you benefit from the tried-and-tested strategies we’ve implemented and amended for our clients in the past. While each client has a unique set of circumstances, there may be crossover between your situation, and those we have advised on before.

We can tell you what works, and we accurately gauge the level of risk associated with different courses of action.

A personal approach

We take the time to get to know you. Your financial plan depends on a host of factors that are acutely personal to you; factors such as your family, your personality, your plans and goals for the future, and your attitude to risk.

Our first meeting is an informal discussion, just to get an understanding of your objectives. We always like to meet you in person to establish that personal approach from the outset. Then we can build a plan for you that enhances your lifestyle now and in the future.

Available for your questions

It’s important that you feel at ease to ask us any questions as they crop up. We’re available on email and at the end of the phone whenever you need us. You’ll get a regular check-in every 6 or 12 months to assess the progress of your plan and discuss any changes to your circumstances that might alter its course.

We keep you up-to-date with political or economic changes that affect the financial markets. You’ll receive informative circulars from us (if you opt in) whenever there’s important news that could impact your finances.

Independent

At Richard Wilcox Financial Planning, we’re independent consultants. Unlike some other financial advisers, we’re not linked to any particular product providers. We recommend the investments that we think are best, across the whole market. You can have full confidence that our recommendations are totally impartial.

Meet the founder

Richard has worked in the financial planning industry since 1981. A financial planning all-rounder, he advises individuals (typically aged 40-65), and owners of small businesses. Richard also works alongside accountants and solicitors on pensions, investments and retirement planning.

Richard loves the great outdoors. His hobbies include walking, cycling, gardening. When time permits you’ll also find him surfing or skiing.

Richard lives in the countryside near Bristol. He looks after clients all over the South West including Dorset, Somerset, Gloucestershire, Bristol and Bath.