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Jacky Richardson

Financial Adviser DipPFS in Stratford upon Avon

A little bit about Jacky

With experience as a financial adviser since 2007, I bring deep expertise and a genuine passion for helping clients make informed financial decisions. I hold a National Diploma in Wealth Management from the University of Stellenbosch and am an affiliate member of both the Chartered Insurance Institute and the Chartered Institute for Securities & Investment. I take pride in providing clear, practical advice that empowers individuals to achieve financial confidence and long-term security.  

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Jacky's location

Stratford upon Avon  
Warwickshire  
CV37 
United Kingdom

Jacky is located in Stratford upon Avon and offers expert financial advice to suit your needs.

More about me

I have over 20 years of industry experience, including working for one of South Africa’s largest financial service providers, where I supported over 250 clients across all wealth levels. I believe financial planning is for everyone - no matter the size of their savings or pension.

My holistic approach focuses on individuals and families, empowering them through education to set clear priorities, build confidence, and achieve their financial goals with a deeper understanding of their overall financial picture. I’m passionate about helping individuals and families of all wealth levels make informed decisions, mitigate overpaying tax through efficient strategies, and build confidence in their financial future.

My focus is on education, clarity, and empowering clients to achieve lasting financial wellbeing.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 31 October 2025.