Richwood Financial Services Ltd
For Independent Advice Call : 01225 769815
OR email : info@richwoodfs.co.uk
Our Services
Our independence gives us the freedom to search the entire financial marketplace
for our clients. With this approach, we are able to deliver unique, innovative and
tailored solutions for individuals and our business clients.
We will always keep you
advised about WHAT we recommend and WHY we recommend it .
Above all, we have a commitment
to all of our clients to provide straightforward, honest and effective advice.
Typical
areas of advice include:
Investments
- Portfolio construction
- Investment reviews
- Tax efficient investments
- Individual Savings Accounts (ISAs)
- Investments bonds and unit trusts/OEICs
- Capital Protected and Structured investments
- National Savings
- Purchase Life Annuities
Pensions
- Stakeholder and personal pensions
- Self Invested Personal Pension (SIPP)
- Annuity purchase
- Conventional annuity
- With profit annuity
- Unit linked and specialist annuity
- Income planning including tax efficient income
- Phased retirement
- Maximising tax free lump sums
Protection
- Life assurance and family protection
- Mortgage protection
- Critical illness cover
- Income protection
- Private medical insurance
Mortgages
- Residential Purchases
- Buy-
to- Let - Re-
mortgages
Copyright © RFS 2009
The FSA does not regulate some forms of mortgage, education fees planning, tax planning or inheritance tax planning.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Richwood Financial Services Ltd is authorised and regulated by the Financial Services Authority.
FSA Registration No: 450457. Registration can be checked on the FSA’s website
www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234.
Richwood Financial Services
4 Narrow Wine Street
Trowbridge
Wiltshire
BA14 8EN
Tel : 01225 769815
Email : info@richwoodfs.co.uk
