Richardsons Financial Services
RF
Financial Advisors
Richardsons Financial Services
30 Upper High St, Thame OX9 3EZ
# Richardsons Financial Services
Richardsons Financial Services is an independent financial adviser based in Thame, Oxfordshire, serving clients across the region with comprehensive financial planning and wealth management solutions. Founded in 1987, the firm has established itself as a trusted provider of personalised financial guidance.
The business specialises in helping individuals navigate complex financial decisions across multiple life stages. Their core offerings include pension planning—ensuring clients understand evolving legislation and available options—investment advice tailored to personal objectives, retirement planning strategies, and protection planning to safeguard against unforeseen circumstances. What distinguishes Richardsons is their independent status, allowing them to source products and solutions from across the entire market rather than being restricted to a single provider's offerings.
The firm's competitive advantage lies in its integrated approach. Beyond financial services, Richardsons operates within a broader group that includes Richardsons Chartered Accountants, enabling clients to access coordinated tax advice and accountancy services alongside their financial planning. This holistic approach means clients benefit from specialist expertise working in tandem.
The team comprises fully qualified and experienced advisers, led by Director Bernie Hawkes (LLB Hons, FCA, APFS), supported by financial advisers Colin Morton, Rhys Upton, and client management staff. Their philosophy emphasises building long-term relationships through understanding each client's specific needs and goals before recommending solutions.
Richardsons Financial Services is an independent financial adviser based in Thame, Oxfordshire, serving clients across the region with comprehensive financial planning and wealth management solutions. Founded in 1987, the firm has established itself as a trusted provider of personalised financial guidance.
The business specialises in helping individuals navigate complex financial decisions across multiple life stages. Their core offerings include pension planning—ensuring clients understand evolving legislation and available options—investment advice tailored to personal objectives, retirement planning strategies, and protection planning to safeguard against unforeseen circumstances. What distinguishes Richardsons is their independent status, allowing them to source products and solutions from across the entire market rather than being restricted to a single provider's offerings.
The firm's competitive advantage lies in its integrated approach. Beyond financial services, Richardsons operates within a broader group that includes Richardsons Chartered Accountants, enabling clients to access coordinated tax advice and accountancy services alongside their financial planning. This holistic approach means clients benefit from specialist expertise working in tandem.
The team comprises fully qualified and experienced advisers, led by Director Bernie Hawkes (LLB Hons, FCA, APFS), supported by financial advisers Colin Morton, Rhys Upton, and client management staff. Their philosophy emphasises building long-term relationships through understanding each client's specific needs and goals before recommending solutions.
Services offered
Pensions planningInvestment adviceRetirement planningProtection planningTax adviceAccountancy servicesFinancial planningWealth management