Independent Financial Adviser
Witney, Oxfordshire
As an Independent Chartered Financial Planner with over 18 years of experience, I help individuals and families build confident, purpose-driven financial futures. My approach is holistic, transparent, and always tailored to the unique needs and aspirations of each client.
I specialise in retirement planning, wealth preservation, and intergenerational strategies, offering clear, jargon-free advice that empowers clients to make informed decisions. Being fully independent means, I can recommend solutions from across the whole market, ensuring truly bespoke financial planning.
My areas of expertise include:
- Investment and Wealth Management
- Pension and Retirement Planning
- Lifetime and Later Life Planning
- Wills and Power of Attorney
- Personal Protection
I’m passionate about helping clients understand their options, especially in areas that may seem complex or daunting. Whether you’re planning for retirement, protecting your legacy, or navigating unexpected life events, I’m here to guide you every step of the way.
Although based in Witney, Oxfordshire, I regularly travel across the South of the UK to deliver personalised financial advice. At Abacus Associates, where I work alongside a team of trusted professionals, we share a commitment to putting clients first and building long-term relationships founded on integrity and trust.
Let’s have a conversation about your goals and how we can build a financial plan that supports the life you want to live.
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.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
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.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Contact Rikki Doré, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.