Richardsons Financial Services are independent financial advisers, offering advice on investments, pensions and life assurance. With our mix of staff we are also able to offer more detailed tax-advice, including inheritance tax planning.
Richardsons has been offering financial advice since 1987 and has clients with substantial pensions or savings plans, right through to those who have contacted us to arrange life assurance or income protection plans. We also work with a number of employers providing group pension plans, company directors seeking effective personal financial strategies. Financial needs vary at different points in your life and we work with our clients to ensure the most appropriate solutions are offered.
Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them with. We cannot be responsible or liable for any direct or indirect loss however caused by your use of these linked sites.
The majority of this site may be accessed without your having to provide any personal or identification details whatsoever. However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess the suitability for particular products and services for your needs. If you wish us to provide advice you can telephone us to arrange a meeting, or you will need to register through the secure area of our site, or complete an enquiry form, to provide us with basic personal and contact details, and in some cases further personal data such as health and medical conditions.
4. You may access the information you have provided to us 24/7, for the purposes of viewing/ amending or updating it. Any changes you make will be stored on our secure database, and we will be notified that changes have been made.
6. We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclosure.
7. You agree that any information which you give us, including sensitive personal data as defined by the Data Protection Act 1998 such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant, product providers and anyone whom we may use to process your application on our behalf) for the purpose of processing your application and for the on-going administration of your investment or policy but for no other purpose. Your information may also be accessed by PracticeWEB Ltd for the purpose of web site maintenance and administration, and the Financial Conduct Authority for investigative work, and fraud prevention agencies if requested to do so in order to meet our responsibilities under the Financial Services and Markets Act 2000 and general United Kingdom law.
8. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, email or telephone to bring to your attention additional products or services, which may be of benefit to you or comments and news features which may be of interest to you.
Hello & welcome to Richardsons Financial Services Limited
We pride ourselves on the personal approach we offer and aim to build effective, long term relationships with our clients. We do this by ensuring we understand your own financial needs and goals before looking at financial planning solutions and products. Our advisers are fully qualified and experienced and we are independent financial advisers. This means we can consider products from the whole of the market rather than being tied to one particular strategy or the products of a single provider.
We are part of a group of companies, with our financial services business founded in 1987. We can offer not only financial planning but also detailed tax advice and accountancy services through our links with
Richardsons Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 141816
Richardsons Financial Services Limited Registered Address: 30 Upper High Street, Thame, OX9 3EZ. Registered in England & Wales, No. 2205894.
Neither Richardsons Financial Services Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at
