I have joined the Vision team having established myself over 28 years with Lloyds Private Banking, providing all round financial planning with my clients as a Private Banking Manager.
I have the Diploma in Financial Planning and have also achieved Chartered Wealth Manager Status through the Chartered Insitute for Securities and Investment.
I have a broad range of knowledge and have worked as an IFA in Jersey, dealing with expatriates in Europe, managing clients portfolios directly and dealing with Trusts and Wills. The time is now right for me to move to an independent status.
I am very aware that clients are looking to work with an adviser who they can trust over the long term. I believe in building long term relationships with clients on a face to face basis so that I can really understand what is important to them.
I feel there has been a tendency over the last few years to provide a one size fits all type of arrangement. However, from my experience with clients this is not always what the client needs or wants and it is important to meet each and every clients’ individual objectives as far as possible.
The reason for moving independent is so that I can offer this through the whole marketplace and meet individual client needs.
You can contact me on 07563544723 or email
‘Richard was absolutely first class. Nothing was too much trouble. He fully understood the importance of my future plans and has no hesitation in going through options several times – Very knowledgeable, providing a great responsive service. Have already recommended him to 2 friends.’
‘I would like to put it on record that my Financial Adviser, Richard Pook, is not only ‘Very Good’ but excellent in the way he deals with our business relationship.’
‘Richard continues to provide an excellent service.’
‘Richard went to great lengths to make sure I understood the advice he was giving, and challenged my assumptions to make sure my decisions were made on facts. Provided clear guidance in easy language.’
‘Richard has been outstanding. The service he has provided has been relevant and bespoke to my needs. Nothing is too much trouble and in my view he goes over and above his role, helping me with many financial matters. A real star and asset!’