Richmond House

The company was established back in 1964. We’ve grown from a small independent financial advisory firm to a business with 35 staff providing wealth management services along with in-house investment management expertise. Our corporate services company provides business owners with solutions to benefit them, their key executives and the wider workforce. Our sole aim is to provide advice which is truly relevant and appropriate, in plain English, which helps people and businesses identify and achieve their financial objectives. Our main office is located in Stevenage – where we are very much a part of the local community – although we advise clients in Hertfordshire, Bedfordshire, Buckinghamshire, Cambridgeshire, London and beyond. We support Stevenage Community Trust and biz4Biz, Hertfordshire’s leading business group. We are corporate patrons of the Milton Keynes Community Foundation. Our CEO, Paul Beasley, sits on the council of our main professional association, PIMFA, which represents members and upholds the highest professional standards. Due to our engagement with the local community, we have developed very strong links with other professional advisers, such as accountants and solicitors, many of whom we work with – on behalf of clients – on a regular basis. Perhaps the greatest compliment we receive is to be the trusted adviser for families. In some cases, we have advised four generations of the same family and are frequently asked to be Trustees and Executors of Wills. Our Chartered status provides clients with peace of mind about the quality of our advice and the professionalism of our advisers. Our professional standing in the community is of paramount importance and the foundation of our success. Our client services are driven by the desire to maintain this hard-earned reputation for quality and professionalism. Please do contact us, we can make a difference.