I first engaged Richard for help and advice as I was approaching retirement. The advice he gave was invaluable, enabling me to make informed decisions regarding my pension options. Richard put in all the hard work in order to put the agreed plans in place. 3 years later Richard continues to provide updates by way of an annual review and is always available should I need to discuss any issues or seek advice. I would have no hesitation recommending Richard for professional and sensible financial advice.
John Brandon, Manchester
My SIPP has been invested with True Potential for 3 years and managed by Richard Kunikowski of Informed Wealth Management during that time. I am very happy with the ongoing management of my portfolio and the annual planning and professional advice that Richard has provided regarding the future of my personal pension investment.
Peter, Dartnell, Woolston
Thorough pension knowledge
Richard has advised me on my pension. He has been very thorough and always offers a great knowledgeable service. I would highly recommend him.
Michelle Hall, Worsley
Solid financial advice
Richard was really understanding and friendly, he offered me some solid advice to help with my future financial plans.
Mike Friend, Manchester
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 lay out my 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. Richard helped set up the solution that suited me best, it couldn't have been more straightforward. I would recommend Richard without hesitation.
Andy Hughes, Manchester
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