Dominic Richards

What is your average day like:‍

‍I couldn’t ask for a better start than waking up with my wife, Katie, our son, Rory, and our Cockapoo, Toby, on a warm summer morning, enjoying a full English breakfast in the garden. We’d take a peaceful stroll in nature, then stop for a pub lunch. I'd spend quality time outside with Rory, looking forward to when he can kick a football, and visit family in the afternoon to catch up and see Rory enjoy the attention.A game of golf and an evening catch-up with friends would be ideal, though I’d probably be shouting “fore!” more often than not!

What do you like most about your job?

The role lets me build relationships with diverse people, each with unique perspectives and stories. My clients often become friends, and it's a pleasure to hear about their experiences and future plans. As an adviser, I enjoy a varied job where I help people gain peace of mind, knowing their finances are managed professionally. This frees them up to enjoy life without worrying about money.

How long have you worked in Financial Services

Seven years.

Meet Dominic

What Dominic's Clients Have to Say

Dominic has been helpful throughout, giving sound advice on my pensions and investments. He’s professional, reliable, and quick to respond. I’d highly recommend him to family and friends.

Dom is trustworthy, knowledgeable, and reliable! He’s been fantastic in guiding us on how to manage our inheritance and life insurance, always ensuring our best interests. Highly recommend!

We recently received fantastic advice from Dominic. He took the time to thoroughly explain the products that suited our needs and provided detailed recommendations.

Dominic provided clear, professional advice on our pension investment. He explained options with market context and answered all questions patiently.

Dominic provided straightforward, easy-to-understand advice with no pressure. When I returned to him due to a change in circumstances, he delivered exactly what I needed. Highly recommend!

Dominic Richards holds an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute. Currently working towards Chartered Financial Planner status, Dominic is dedicated to delivering exceptional financial advice and guidance to his clients.

Expertise and Services

Dominic specialises in helping clients navigate key life events, providing tailored advice in areas such as:

Retirement planning
Financial planning during divorce
Wealth management following a business sale

His ability to listen and understand his clients’ needs ensures that each financial plan is personalised and effective in achieving their goals.

Client-Centred Approach

Dominic is passionate about helping clients see the value of proper financial planning. Known for his clear and straightforward communication, he ensures that complex financial concepts are easy to understand, empowering clients to make informed decisions with confidence.

Guiding Through Life’s Transitions

Dominic has successfully guided many clients through significant life transitions, such as retirement, divorce, or selling a business. His empathetic and practical approach provides support and clarity during these pivotal moments.

Commitment to Excellence

With a focus on achieving Chartered status and continuously enhancing his expertise, Dominic is committed to delivering high-quality, client-focused advice. His dedication to understanding and meeting client needs has established him as a trusted partner in their financial journeys.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.