A friend referred me to Richard as I was looking to sort out my family insurances as we have two young children. I had no idea what I wanted but Richard explained everything to me very clearly and I understood exactly what I was getting for my money, he also gave me various options of policies that best suited my individual needs. Whilst Richard was with me I picked his brains about investment I.S.A’s, he went into some great detail about them, and now knowing what I know about them I will definitely be using Richard for that too. I found him very knowledgeable and his service very professional, I will not hesitate to pass his number onto any of my friends looking for financial advice.
Paul, New Inn
We were referred to Richard Jones by a friend of ours as we needed financial advice. We found Richard’s service to be great, time is not a problem for him and he is always punctual. His knowledge is up to date and his after service is top class.
Thank you Richard
Mr and Mrs Thomas Narberth
I am very happy with the advice and recommendations. Richard gave a balanced approach of investment chances and risks, centering on my individual needs rather than my general perceptions. He listened carefully to my wishes and situation. I am very happy to recommend him as a financial advisor to friends, colleagues and to my children.
Michael, General Medical Practicioner
I was referred to Richard Jones initially by a friend as I was looking to get some advice on investing within an Investment ISA. Richard took care in gathering my information and explained everything in plain English. His product knowledge is second to none and he knows his work inside out. I found him a friendly local lad and very trustworthy. I was not expecting the excellent after sales service I received, he did not just invest my money and forget me, he regularly keeps in touch. I have since referred Richard to my daughter and son for their financial advice and will continue to recommend him to anyone I think needs advice.
Mrs Jones, Aberteifi
A couple of months ago I decided to delve a little deeper into my life insurance policies, I was recommended to use Richard as colleagues of mine had dealings with him, he spent a few visits with me and advised me what was best to safeguard my families future which I found very reassuring as previous experience with financial advisors was far from what was provided with Richard. An excellent service, he is prompt and punctual with great advice. I Will not hesitate in using his services for future financial planning.
James ( Country Windows )
I feel very fortunate to have found a financial advisor who is not only trustworthy, but reliable, experienced and knowledgeable. Richard takes time in finding and providing an individual service with solutions to meet my needs. Whilst his advice is comprehensive, he always explains the most complex financial processes in simple terms, putting me at ease. He is always readily available at the end of the phone, or to visit my home, going the extra mile is never too much trouble. I will continue to use Richard for all my personal and business needs and recommend his professional service and advice without hesitation.