Testimonials
Knowledgeable and very thorough financial advice
Richard is very knowledgeable and very thorough. He listened to our needs and made a daunting process seem simple in order to achieve our financial goals.
Michael Newcomen
Insightful, thorough and helpful when discussing my financial requirements
Richard was great to deal with from start to finish. Really insightful, thorough and helpful when discussing my financial requirements, as well as being incredibly patient when it came to helping me make a decision across my pension and other investment opportunities – both personally and professionally. Will be continuing to work with Informed Wealth Management and would highly recommend.
Tom Saleh
Helping plan my retirement and optimise my pension funds
Richard has done excellent work for me, helping plan my retirement and optimise my pension funds. He takes a keen interest in my plans and helps achieve my financial goals.
Andy Hughes
Patient and clear advice
Richard gave me advice about my NHS pension...he explained my options and went through the form at my pace which I found very confusing initially....I cannot thank Richard enough for his time and patience.
Gaynor Hall
My funds performed well, even through Covid
Richard offers an excellent service, has really helped me in reinvesting for the future. My funds have done well even through COVID. Richard is helpful and spends a lot of time ensuring the correct investment. He keeps in contact with regular updates each year. He offers a very personal but professional service and I would recommend his services.
Linda Wigfield
Sound advice with our investment planning
I have used Informed Wealth Management for the last 5/6 years and have always found them to be very professional and understanding and they have helped us through the financial minefield. Their advice we have found to be sound and has helped with our investment planning.
B Evans
Always on hand with sound advice
Richard has kept in regular contact and updates over the past few years. He is always on hand with sound advice especially over a very difficult time in my life. Nothing is too much trouble and his endless patience has certainly been tested.
Kathryn Buntin
I felt much better informed
I had a consultation about pensions and investments which had left me quite confused. But felt reassured and understood in which direction I should focus on in the future. Have had a further telephone conversation as had some other issues regarding the pensions and once again felt a lot better informed. So thank you very much will surely recommend these services.
Deborah Richmond
Come to Richard to sort out your financial future
I found Richard excellent to deal with, would not hesitate to contact Richard in the future if I had any financial problems. Very pleasant and easy to talk to for pensions & helps in everyway he can. I would highly recommend him to anybody who is looking to sort their financial future out.
Peter Chaloner
Richard is so good at his job
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
Invaluable advice during the pandemic
I was very concerned a year ago because of Brexit and the pandemic I was thinking of cashing my savings plan. I turned to Richard for advice and it was the best thing I could have done. He’s very professional and just a nice person.
Richard Horton
Courteous and knowledgeable
Richard is professional, courteous and knowledgeable. He offered me good advice and I would recommend him to others in need of financial advice.
Janine Morris
Invaluable advice
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
Portfolio management
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
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
