Start your journey to achieve your financial goals with Enriched Financial Services.

Independent Financial Planners based in the North West

Our Services

  • Let us help find the best deal for you.

    Your home may be repossessed if you do not keep up payments on your mortgage.

    Find out more

  • Protect the things you care for the most.

    Life insurance, critical illness, protect income, whole of life, business protection.

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  • Ensure your pension is on track.

    Will you have enough to provide you with the retirement you want?

    Find out more

  • Make your money work for you.

    The value of investments may go down as well as up and you may not get back the full amount invested

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  • Have you given significant thought to what happens after you have gone?

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  • Map out your financial journey and goals.

    Modelling of your future will help identify opportunities and allow us to plan ahead.

    Find out more

Who we are

A team small enough to give you the personal service you deserve, but with the experience you need to help you wherever you are in your financial journey.

A team of eight, based in the North West with over 50 years collective experience in Financial Services. Our team has been built to ensure that we can advise on all aspects of your situation with confidence.

  • A team built around service. We aim to ensure your objectives are met.

  • Able to advise on all areas, whatever your financial circumstances

  • Both Richard and Ed are Chartered Financial Planners with the Personal Finance Society

  • Ed was named as one of the Top 35 advisers in the UK under 35

Meet the Team

  • Richard Carew

    MANAGING DIRECTOR

    Managing Director | Chartered Financial Planner

  • Ed Davies

    OPERATIONS DIRECTOR

    Director | Chartered Financial Planner

  • Danielle Evans

    FINANCIAL PLANNER DipFPS

    Financial Planner | Specialist Mortgage & Protection Adviser CertCII(SMP)

  • Llewela Charles-Jones

    OPERATIONS MANAGER

    Operations Manager - DipFPS

  • Clare Bradshaw

    SENIOR PARAPLANNER

    Senior Paraplanner - DipFPS

  • Chimayne Dunning

    PARAPLANNER

    Paraplanner

  • Cat Warlow

    PA TO THE MANAGING DIRECTOR / OFFICE MANAGER

    Personal Assistant to the Managing Director

  • Lindsey Evans

    MORTGAGE RESEARCH

    Mortgage Guru

  • Meg Fraser

    PA / OFFICE ADMINISTRATOR

    Personal Assistant to Danielle & Ed

What people say

  • "I would like to send my appreciation to you for the most professional way that you handled my pension and financial affairs. You have kept me up to date with every aspect, it has been a pleasure dealing with you, and I have recommended you to others

    – Chris W, Retirement Client

  • "I've always been extremely happy with the service provided by Enriched. Nothing is too much trouble for any of the team, and it always provided in a friendly manner.

    – Tony E, Long-standing Client

  • "I would have absolutely no hesitation in recommending Ed and the Enriched team to anyone looking for financial guidance and advice. They are meticulously professional, knowledgeable and personable. I have always been extremely happy with the outstanding service that they have provided.

    – Lesley D, Investement Client

  • "From the initial meeting I had with Richard, I realised I had made the correct decision. The professional yet friendly manner the meeting was held put me at ease straight away. Everything was explained fully, and all questions answered in a way that I could understand. I would have no hesitation in recommending Enriched Financial Services to family, friends or colleagues because of the complete service I recieved.

    – Paul E, Pension Client