Financial Planning

Life Protection

Corporate Protection

Retirement Planning

Pensions On Divorce

My wife and I originally knew Richard when he worked for another firm and we began to use his service for our financial investments when he set up Cardinal Wealth. He is very pleasant, competent and easy to deal with. We know that we can contact him easily and if not immediately available, he always responds very quickly. We like the personal service that he offers – nothing is ever a problem for him, and he never makes any false promises to us.  We feel that he explains things very clearly (in words of one syllable – not financial babble) and we would have no hesitation in recommending his services to others.

Denise and Keith, South Norfolk

Having previously dealt with Richard some time ago, I sought his financial services again when I needed some advice on pensions. I very much like Richard’s style of working, and his friendly, yet professional approach to our needs. This is an on-going relationship, which I find reassuring. He is always amenable with our choices, letting us say what we want to happen and then providing that service to us. He is upfront and forthright with our needs, and I would have no hesitation in recommending Cardinal Wealth to others.

Mr Bill Dowe, Ipswich

I have known Richard for some time and contacted him regarding financial investments, pension funds and retirement planning. Although I consider myself to be financially aware, I do not want to have to spend my free time managing my own finances. I feel that Richard is very good at asking the right questions, understanding my needs, showing me the options and then sorting it all out. I like the fact that he takes the time to see what my plans are for the future, what I want to achieve and then coming up with ideas of what he might do – all without any pressure. I have recommended his service to others, and would do again. He is a nice, likeable and professional guy!

Mr Brian Groom, Ipswich

I have known Richard for many years, and I use his money management services. I have only ever used financial services through a bank before, but I feel that using someone that you know well is advantageous. I consider Richard to be someone that I can count on for good advice. I would recommend Richard to others because I trust him, he is always pleasant to deal with and he provides a reliable, personal service.

Margaret and Peter Snelling, Higham

My husband and I went to Richard at Cardinal Wealth for some investment advice after we met him at an open day. He was very clear and knowledgeable, simplifying and explaining everything very well, so that we understood all the information given to us. He is very trustworthy and professional, and did exactly what we asked him to do. I would have no hesitation in recommending his services to others.

Wendy from Frinton-on-Sea, Essex

We are very pleased with the financial and investment services we have received from Richard at Cardinal Wealth. We knew of Richard when he was in previous employment and sought his services after he set up Cardinal Wealth, as we have always found him extremely trustworthy and have had a good return on our money. Richard always makes it very clear and makes sure that we know what we are doing and are happy. We would recommend his company to our friends (and have done many times), as he makes it all so easy, and his personal service is second to none!

Barbara and Peter Rose, Kesgrave

I have known Richard for about 15 years, and he has always handled my finances successfully over that time. He has a long track record of looking after our money, and my daughter uses his financial services too. It means a lot to me that after I had a pension with another company that failed, Richard has never let us down. He has a firm grasp of markets and finances in general and I trust him with my money. I don’t know anyone out there who is equal or better, and he also has a great understanding of our needs and perceptions of what we want to achieve. In a difficult financial climate Richard has managed our finances better than anyone else ever could, and we have recommended him many times. Quite simply, I like the guy!

Martin and Hannah Creasey, Westerfield, Ipswich






































Contact Us

8a Warren Heath Road, Ipswich, Suffolk, IP3 8TD

Office: 01473 717939

Mobile: 07958 808846

Cardinal Financial Planning and Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Cardinal Financial Planning and Wealth Management Limited. Registered in England and Wales, under company no. 09565939. Registered office address - Unit 4 & 5 Brightwell Barns Waldringfield Road, Brightwell, Ipswich, Suffolk, England, IP10 0BJ. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK