Tailored finance advice to suit your individual needs.
Plan for you & your family's future with expert support.
Helping business owners with employee benefits & retirement planning.
Hi, I'm Karen Richardson, an independent financial adviser based in the North East of England.
Whatever stage of your financial journey you're at, we're here to help. Our independent financial advice is uniquely tailored to your individual circumstances, so any service you receive from us will be suited to your needs exactly.
Want to chat about getting your finances in order? Click the button below to get in touch or explore the website to learn more about what I do.
In today's economic climate, being prepared for your future when it comes to your finances, is essential. We're here to help you throughout your financial journey.
As women in business, we're passionate about supporting other women in business! We're here to help you work towards the goals that are important to you.
With work place pensions now a compulsory requirement, we can help you implement the right scheme for your business and your workforce. As well as providing employee packages help you to attract and maintain your staff.
Does retirement fill you with dread? Plan ahead and let's make sure your retirement is a blissful one.
We can help you to create a financial plan now, so you can help your children to have financial freedom in the future.
Since 1986, I've witnessed a lot of changes in the financial industry regarding regulation, legislation and client requirements across all areas, particularly in the realm of pensions and retirement planning.
As a independent financial adviser, it's my job to to help guide you and your family, providing expert advice as you need it.
Whether you're saving for the future, planning for retirement, investing, purchasing a property, providing for your children's future, we can help with all of those areas and more.
Andrew and Dona Skaife
Susan Clarke
Ellen & Craig B
Lisa Brady
Helen
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Past performance is not an indicator of future performance and since investments can fluctuate in value, you may get back less than you pay in.