Informed Wealth Management Ltd
As a Chartered Financial Planner with Informed Wealth Management Ltd, I'm 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.
Recognising that everyone's personal situations are unique, I will take the time to get to know you and what's important. As a result, you will be better informed, confident and empowered to reach your financial goals.
Richard Kunikowski FPFS
Chartered Financial Planner
T: 07902 873640
AF1 (Advanced Diploma in Personal Tax & Trust Planning) - AF3 (Advanced Diploma in Pension Planning) - AF4 (Advanced Diploma in Investment Planning) - AF5 (Advanced Diploma in Financial Planning Process) - CF8 Long Term Care Insurance - CII Level 6 Advanced Diploma in Financial Planning (QCF) - Certs CII (MP & ER) Diploma in Financial Planning
“Richard was extremely competent in dealing with compliance, and has a very good knowledge of investment strategies and pensions. He is a positive individual with the will to succeed.”
Matthew White DipPFS CeMap Independent Financial Adviser at Mat White Financial Services