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Richmond Independent is a long established, independent financial advice practice which has been providing advice on retirement planning, investments, savings and Inheritance tax planning for over 28 years in East Devon. Our clients receive personal attention and in-depth advice tailored to their own, individual needs.
We are Independent Financial Advisers based in Ottery St Mary. We work with clients throughout Devon, helping them to achieve their life goals through sound financial planning.
AFH has a network of more than 200 independent financial advisers across the UK to work together with you to plan your financial goals. With 12 offices nationwide and £5.4 billion in assets under management*, we work with a financial planning-led wealth management mindset, because we believe an effective financial plan can help you to make the most of your money.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best. That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money.