Ross, Nottingham,
In our care since
Richard has been our financial adviser for a number of years, Richard is proactive in suggesting changes within our investment portfolios. Our finances needed careful advice as we’d had savings which were then added to after redundancies and inheritance, and impending retirement for me if not my wife just yet!
His advice is always clear, and he willingly navigates us through technical language to get to a solution with which we are happy. Richard is also more than happy to meet us at our home in Nottingham despite living in Leeds! A bonus!
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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