See What Our Clients Say About Us

 

Richard Cakans has been supporting both my husband and me for several years now with our finances, in particular our pensions.
He is always available to provide advice whenever we need him and he does this in a very relatable manner, making it easier to understand.
He is extremely professional but also very personable and approachable.
I am very happy with the performance of my investment which has been achieved thanks to Richard’s excellent advice.

Tina

I contacted Richard Cakans for an initial appointment to discuss pension advice.
Following the first meeting I was satisfied that Richard was very experienced in handling pensions and the transfer of funds (something that worried me at that time).
Richard kept me updated regularly on the status of my investments during the transfer of my funds. Following the investment I receive regular updates and also we meet annually to discuss the performance of my investments.
I have recommended Richard to several other people from my place of work  and everyone of those who used his services have been extremely satisfied.
I can recommend Richard for his expertise and professionalism ensuring that clients receive the best product available for them

Mark

I cannot recommend Richard Cakans highly enough. His expertise, professionalism, and dedication to helping me achieve my financial goals have been nothing short of outstanding. From the very first consultation, he took the time to understand my unique needs and crafted a personalized strategy that has truly transformed my financial outlook. His clear communication, thorough explanations, and proactive approach made complex financial concepts easy to understand and gave me confidence in every decision. Thanks to his guidance, I feel secure in my financial future and well-prepared for the years ahead. If you're looking for a financial adviser who genuinely cares about your success and delivers exceptional results, Richard is the one to trust.

 

Danny

Following a phone assessment we met and Richard helped me consolidate my pensions into one. He was very helpful and efficient at sorting the pensions out.

 

Mark D