Richard Iveson — Independent Financial Advisor

About Richard Iveson

Richard is a Financial Adviser with over 12 years of experience helping individuals and families make confident, well-informed decisions about their financial future. His day typically begins early, spending time with his family before reviewing market news and any developments that may impact clients. Mornings are focused on preparation — reviewing financial plans, speaking with his paraplanning team and ensuring every client meeting is well thought through. From late morning onwards, his time is dedicated to client meetings, including annual reviews and introductory conversations with new clients seeking support with pensions, investments and long-term financial planning. Richard’s approach is centred on clarity and confidence. He works closely with clients to build structured financial plans that evolve over time, ensuring they remain aligned with changing goals and circumstances. What he finds most rewarding is the moment clients truly understand their plan and feel reassured about their future. Having previously exited his own business through a shareholder sale, Richard has experienced first-hand the importance of good financial advice. This perspective allows him to bring a practical, real-world understanding to clients facing significant financial decisions, whether that’s planning for retirement, managing investments or navigating major life events. Known for being approachable, knowledgeable and supportive, Richard focuses on building long-term relationships and helping clients turn good financial decisions into lasting financial security. Outside of work, Richard enjoys spending time with his family and has a twin — something that often surprises people.

Services

• Retirement planning
• IHT planning
• Sharia-compliant advice
• Mortgages
• Insurance

Regulation

Richard Iveson is FCA-verified.

Frequently Asked Questions