Meet the Team at Richmond Financial Advice
At Richmond Financial Advice, our strength lies in the people behind the service. We are a dedicated team of professionals committed to delivering clear, independent financial guidance with sincerity, professionalism, and reliability.
Based in Richmond upon Thames, we support clients across Teddington, Twickenham, and South West London, building long-term relationships founded on trust, transparency, and personal understanding.
Each member of our team plays a key role in ensuring every client receives a consistent, high-quality experience from the very first conversation through to ongoing financial planning and support.
A Professional Team You Can Trust
Choosing a financial adviser in Richmond is about more than qualifications. It is about knowing who you are working with and feeling confident in their experience, approach, and values.
Our team combines decades of experience in financial services, client care, and operational support. Together, we provide a structured, professional, and approachable service designed to make financial planning clear and accessible.
Our Team
Kuldev Sehra
Director, Independent Financial Adviser
Kuldev Sehra is the founder of Richmond Financial Advice and brings over 31 years of experience in the financial services industry. Since the early 1990s, he has built long-standing relationships with clients and their families across the London Borough of Richmond, based on trust, consistency, and clear advice.
As a fully independent financial adviser, Kuldev provides whole-of-market recommendations tailored to each client’s needs. He is a member of the Chartered Institute for Securities and Investment, the Personal Finance Society, and the Society of Later Life Advisers, reflecting his commitment to maintaining the highest professional standards.
A Team Focused on Long-Term Relationships
At Richmond Financial Advice, we believe that successful financial planning is built on long-term partnerships. Our team works together to provide:
- Clear, jargon-free communication
- Consistent, ongoing support
- A personalised approach to every client
- Professional, FCA-regulated advice
This collaborative approach ensures that every client benefits from both individual expertise and the strength of the wider team.
Supporting Clients Across Richmond and South West London
As a local firm, we understand the importance of building genuine relationships within the community. Our team supports clients across:
- Richmond
- Teddington
- Twickenham
- South West London
We offer both in-person meetings and remote consultations, ensuring flexibility and convenience for every client.
Speak to Our Team Today
If you are looking for a trusted financial adviser in Richmond upon Thames, our team is here to help.
Whether you need support with investment planning, retirement planning, or tax planning, we offer clear, independent advice tailored to your goals.
Take the next step and arrange your free consultation today
Call: 07930 853948 | 020 8977 2899
Email: hello@richmond-financial-advice.com
Make an Enquiry
Frequently Asked Questions
We provide whole of market, unbiased and professional advice on your investments and pensions so that you can be better prepared for the future and your retirement.
- Saving and investing
- Retirement planning
- Considering later life options
- Protecting your wealth
- Intergenerational planning
Financial advice is neither a one-size-fits-all, nor a one-off solution. We want to offer you personalised advice and guidance for as long as you want. If you decide to work with us, we'll see it through. We believe in giving you the best value for money. Our business model is built around you, our client. We will help you make the best decisions backed with decades of real-life experience which you can trust.
You know your financial and personal circumstances better than anyone else. Our role is to listen and understand you, your current situation and how it might be changing. We will then discuss what you want to achieve and agree your what’s important to you.
After that, we do our research and analysis before fixing another meeting where we will show you what we can do to meet those requirements.
But it doesn’t just stop there. We will invite you to a review meeting atleast once a year. You can, of course, contact us at any time should you have any questions or concerns. We would be happy to meet with you throughout the year, if you want.
Everyone’s situation is unique. But we pride ourselves on delivering first class service to all our clients and aim for 100% satisfaction. It’s about being on the journey with you for now and whatever the future might hold.
Our service is tailor-made to match your requirements, so the precise fees depend on the complexity of your current situation and the due diligence that will be involved in preparing your recommendations. We will present our costs to once we have a fuller understanding of what you’re looking for us to do. These fees will be clearly set out in a signed Client Agreement before we do any research and analysis on your behalf.
Yes : Richmond Financial Advice is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority.
If you have a complaint, this would be dealt with by ValidPath Limited. And, if you are not satisfied with their response, you have the right to refer the matter to the Financial Ombudsman Service (FOS) within 6 months.
We are also covered by the Financial Services Compensation Scheme | FSCS.
Furthermore, you will also find details of Associate membership with these three institutions :
Chartered Institute for Securities & Investment (CISI)
Personal Finance Society (PFS)
Society of Later Life Advisers (SOLLA)