Richard became our family Financial Advisor in 2004. He quickly identified poor performing elements and general issues within our saving and pension portfolios. These were addressed in a timely fashion and we continue to benefit from his recommendations. In preparation for the sale of our business, he ensured all the financial elements were in good shape and, working with an accountant and lawyer he introduced, rearranged our share holdings so once the business was sold we enjoyed Business Taper Relief. All our family have benefited from the excellent advice Richard imparts.

Richard Meek's advice and approach to customer service are absolutely first class. His market knowledge and understanding of technical aspects of financial planning are outstanding. But in addition, and critically, he takes time to understand his clients so that his advice is tailored to their personal circumstances and relationships. As a result he achieves great outcomes for clients. He is a pleasure to deal with.