Richard Kolasinski — Independent Financial Adviser in Bristol
About Richard Kolasinski
Richard Kolanski is a Chartered Financial Planner and Fellow of the Personal Finance Society, with 22 years’ experience in financial services. He provides holistic financial advice to private individuals and businesses across the UK, with a particular focus on clients in the South West. Richard takes a personal and ethical approach to financial planning, believing that strong relationships built on trust and respect are central to delivering good advice. He takes the time to understand each client’s circumstances, priorities and future aspirations before developing bespoke strategies designed to help them achieve their goals. With extensive experience across holistic financial planning and the qualifications required to advise on pension transfers, Richard is comfortable dealing with complex financial decisions. He particularly enjoys sharing his knowledge and expertise with clients, helping them understand their options and feel confident about the decisions they make. For Richard, one of the most rewarding aspects of financial advice is helping clients turn their future vision into a practical plan. He believes advice should evolve alongside clients’ lives, remaining flexible as circumstances, priorities and the wider financial environment change. Outside work, Richard enjoys spending time with his wife, sons and granddaughter. He keeps active through running and football and enjoys going to live music gigs whenever he can.
Services
- Retirement planning
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Responsible Investment
- Holistic Financial Planning
- Pension Planning
- Pension Transfer Specialist
Qualifications
Chartered Financial Planner Fellow of the Personal Finance Society Advanced Diploma in Financial Planning (CII) Diploma in Financial Planning (CII) Certificate in Financial Planning (CII) Certificate in Life & Pensions (CII) Statement of Professional Standing (CII)
Regulation
Richard Kolasinski is FCA-verified (firm: Abacus Associates).
Frequently Asked Questions
Is Richard Kolasinski an FCA-regulated financial adviser?
Yes. Richard Kolasinski is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Richard Kolasinski offer?
Richard Kolasinski offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Richard Kolasinski?
Fees vary depending on the service, the complexity of your situation and the assets involved. Richard Kolasinski will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Richard Kolasinski is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Richard Kolasinski?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Richard Kolasinski directly through the contact form.
Does Richard Kolasinski work with clients outside Bristol?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Richard Kolasinski is based in Bristol but you can confirm preferred meeting locations and video options when you book your initial call.