RJP Wealth Planning Ltd

Bespoke Financial Advice

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Making the most of your finances

Meet Richard

Richard Pook

DipPFS, Chartered Wealth Manager,
Independent Financial Adviser

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Richard Pook

Why Choose Us?

We will help put you on the right path
Richard founded RJP Wealth Planning following 28 years with Lloyds Private Banking where he built a wide range of knowledge in all aspects of Financial Planning including 3 years offshore in Jersey looking after ex-patriates. Richard takes time to ensure he understands what is important to his clients and how he can help them achieve their goals.
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RJP Wealth Planning Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.

Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476

RJP Wealth Planning Ltd registered office: 12 Laurel Close, Woolston, Southampton, Hants, SO19 7DE Registered in England and Wales No. 9223564

The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages.