Richard Wakefield

Richard Wakefield

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Independent Financial Adviser
London

I’m a fully independent financial adviser with over 25 years of advisory experience, spent mainly in the City of London.

I focus on providing clear and unambiguous advice which is bespoke to the needs of the individual client.

Specialisms include working with companies on the design, communication, implementation and management of employee benefit arrangements (all forms of pension/auto enrolment, group risk covers (life, critical illness, income protection and healthcare)), whilst also offering a full holistic financial planning service to individuals and families.

Additionally, I regularly advise on business protection matters such as Shareholder Protection and Key Person insurance, which I find are extremely topical areas at present.

I have experience in working with clients across the UK (and beyond) and would be happy to have a non-committal exploratory conversation should my services be of interest.

I specialise in the following advice services:

Lifetime Financial Planning

Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.

Later Life & Estate Planning

We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.

Pension & Retirement Planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Investment & Wealth Management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Personal Protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Workplace Pensions

As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.

Business Protection Planning

The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.

Employee Benefits

Ensuring that the the workplace pension is fit for purpose, taking account prevailing regulations, and making sure that company money is being spent wisely on behalf of the staff, as part of a recruitment, reward and retention plan. Communcating the value of the package in an engaging way is also extremely valuable, but all too often overlooked. We can review arrangements and often improve them without significant disruption or additional cost.

Contact Richard Wakefield, your local adviser

We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.