Catherine Richardson, Catherine Richardson Wealth Management

View Catherine Richardson profile
 
Club name:Woking

What's happening?

Category:Financial Adviser
 
Company:Catherine Richardson Wealth Management
Address:9 Hanbury Path
Woking
GU21 5RB
Telephone:01932346852
Mobile:07970315924
Website:View my website
Email:Send me an email
Wants:I am looking for clients who are worried about how to pay for long term care.

Business Description

I am a specialist in planning for retirement, whether that be to create a lump sum during working life, or how to best use savings when you are about to retire. 

I love to help clients who need help understanding what they currently hold and how they can make the best decisions for their future. I work to each of my clients own agenda and timeframe. I don't mind what the plan for the future looks like, as long as there is one. 

I also hold a specialist qualification which enables me to help those who find themselves in the position of needing long term care. I am an expert in creating tax efficient income solutions, which are not complicated to understand.