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 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.

  • Really helpful with Probate Preservation Trusts

    Whilst writing we feel we must thank you personally for the manner in which you have dealt with the various aspects of our proposals. In this day and age, the purchase of Pension Annuities is of particular importance and I am grateful for your clear guidance in this respect. The placing of our property into Probate Preservation Trusts was also of great importance to us and despite complications resulting from our previous attempt to purchase the Freehold of the property, you guided us through the maze with an impressive attention to detail for which we can only say “Thankyou”. We would also thank you for the re-structuring of our Wills. We had always thought our “Home-Drawn” attempts were sufficient but again your advice was excellent and precise, and we now feel we have all aspects covered. All in all, we have appreciated the detailed and relaxing atmosphere in which all of our discussions have taken place giving us confidence in the decisions we have made
    Philip and Patricia Nuttall, Worsley
  • 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