The Advisers at Ridgeways (FP), have worked in the industry and have been advising clients for many years, and as you’ll see, we offer a wealth of experience covering a wide range of financial services.
Whilst Ridgeways (FP) Ltd was established in 2008, there have been financial advisers based here since 1968. Whilst names and faces have changed, the company ethos has always been client centric, ensuring that we support people as they plan and prepare for the future.
We have a wealth of experience in a range of specialist areas, including Financial Planning, Pensions, Investments, Long Term Care and Equity Release. Our aim is to help you review your existing financial situation and reach a realistic assessment of your likely needs.
Client relationships matter to us. Technology has changed dramatically and Ridgeways have embraced these changes. However, whilst we have adopted a modern approach, clients are still treated as individuals – if a letter is preferred to an email, then that’s the way business is transacted.
The future is about maintaining the values that Ridgeways believe in, whilst adapting to the ever changing world of financial planning. Our aim is to continue to deliver the best possible solutions and service to our clients.
You can be sure that you will receive a truly personal service as we help you build a financial plan that will support you as you go forward.
Director
Kevin has been a Financial Adviser for over 25 years and is very experienced. Having recently become a father it is likely that he will be advising for many more years to come! Kevin does his best work in the fields of retirement planning and inheritance tax planning. He takes a realistic approach with a strong focus on client goals and concerns. Don’t get him started on history……
Director
David is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Member of the Chartered Institute of Securities and Investments. He specialises in inheritance tax, investment and retirement planning and enjoys helping clients achieve their life goals.
Administrator
Steve is relatively new to the financial services industry but is already diploma qualified and eager to progress further within the professional examination framework.
Steve is a Football Association (FA) licenced coach and in his spare time you are mostly likely to catch him at his village football club where his two sons regularly play.
Trainee Paraplanner
Georgie joined Ridgeways in 2022. She is currently working through her CII exams and is aspiring to be our in house paraplanner.
To find out more, please call us on 01296 482 423 or email us at info@ridgewaysfp.co.uk