Financial Planning

Advisory Services

Learn More

Financial Planning

The owners of Stephens Rickard are very happy to recommend the services of an independent and regulated  financial planner to assist you in the transition to your new employer. This is a very good time to take stock of your company benefits on offer, your personal circumstances and existing financial arrangements to make sure these are all suitable for the coming years. Adrian Kidd has managed to help several of our placements with reviews of their pension arrangements and with the on-going changes in this area, it is most certainly of benefit to have a free consultation and our offices or Adrian’s offices to make sure you are on track for whatever retirement goals you may have set. Any work after the free assessment is then agreed on a fee basis with anybody wishing to engage Adrian’s services.

Adrian has assisted both the company and the owners directly in helping them set up the correct plans and strategies for their goals and needs and we can recommend him as someone you can entrust to provide you with an honest assessment of where you are now financially versus where you wish to be.

Please contact Adrian directly on: Website, Mobile 07951060219 or email: