Informed Wealth Management Ltd

Chartered Financial Planner

As a Chartered Financial Planner I am committed to delivering better value and choice for my clients with truly independent financial advice.

With a key focus on Pensions, Investments, Estate, and Tax Planning, I deliver advice through face-to-face meetings and the most up to date technology within UK financial services, with my clients having full secure online access to their true financial picture.

I will work closely with you to understand your ambitions, your concerns, and your attitude to risk, in order to deliver a joined-up wealth management solution.

A wide range of services and expertise means that I can cover every life-stage, from lifestyle protection or tax-efficient savings, right through to planning for retirement.

Call me on: 07902 873640 and make an appointment with Informed Wealth Management.
Let us make life a little easier and your money work harder.

Online Retirement Report

Pensions can be confusing, especially with all the changes in taxation and pension legislation, and you may be left asking: What does it all mean to me and what I'd like to do with my life? If you are looking for help with your existing pension plans, curious to see whether you can retire early, or just need some help understanding your options, feel free to click on the link below for an online retirement report, with an option to talk about it further if you need some help and advice.

Online Retirement Report
  • Excellent investment advice

    Richard, with all sincerity I state that your advice and help with regard to my investments and financial affairs has been and continues to be excellent. I couldn't wish for a more considerate and kindly advisor, and happily offer this testimonial.
    Christopher Owen, Nantwich
  • Clear and detailed financial advice

    When I decided to retire early at the age of 57, I needed impartial advice about my various pension pots. I needed someone who would look at the whole picture and give me options. Richard Kunikowski listened to my explanation of my needs, and he came up with several options. Richard's advice was clear and detailed, so I felt empowered to make the best decision. He helped set up the solution that I found to be best for me, it couldn't have been more straightforward. I would recommend Richard without hesitation
    Andy Hughes, Manchester
  • No stone was left unturned

    Richard is so good at his job, he will leave no stone unturned to help you with what you want for your retirement, he works so hard, i would not hesitate to ask for his help in the future. Very polite and professional.
    Rita Chaloner