Bamber Richard

Richard Bamber & Company stands out as an independent financial services group with over 30 years of experience guiding individuals and families towards financial security. Based in Halsall, Lancashire, we take pride in offering personalized and tailored solutions to achieve your financial goals.

Our Expertise

Our team of skilled and experienced financial planning experts provide a comprehensive range of services encompassing:

Financial Planning

• Comprehensive wealth management strategies
• Retirement planning and optimization
• Inheritance planning and estate management
• Investment structuring and portfolio management
• Tax efficiency strategies

Pensions

• Pension scheme reviews and consolidation
• Pension contributions and investment strategies
• Retirement planning for individuals and business owners

Investments

• Discretionary portfolio management
• Tracker funds and investments
• Inheritance planning and execution
• Financial guidance for SIPPs and ISAs

Protection

• Life insurance and critical illness cover
• Income protection insurance
• Property insurance solutions
• Business protection plans

Mortgages

• Mortgage arrangement and affordability assessments
• Mortgage protection plans
• Remortgage and equity release advice
• First-time buyer support

Our Values

At Richard Bamber & Company, we believe in:

• Individuality: We tailor our advice to your unique needs, goals, and circumstances.
• Transparency: We provide clear and concise information on all our services and fees.
• Accessibility: We make the financial planning process easy and approachable.
• Security: We adhere to the highest standards of financial planning regulation and security.

Our Vision

Our vision is to empower individuals and families to take control of their financial destinies by providing them with the knowledge, guidance, and support they need to make informed financial decisions. We aim to enable you to achieve your financial goals, protect your assets, and plan for the future with confidence.