Your financial goals are personal. Our advice is too.

Independent Financial Advisers based in the North West.

Whether you're planning for retirement, buying a home, or growing your investments, Enriched Financial Services offers tailored solutions to help you achieve your financial goals.

Get in touch

We’re Proud to be Among the Top 100 Advice Firms

Richard Carew
Ed Davies
Danielle Evans

At Enriched Financial dedication, expertise, and a commitment to putting our clients first have always been at the heart of everything we do. Today, we are thrilled to of been recognized as one of the Top 100 Advice Firms — a testament to the trust our clients place in us and the hard work of our entire team.

This achievement motivates us to continue delivering exceptional financial advice and personalised solutions, guiding you confidently toward your financial goals.

Thank you for being part of our journey. Here’s to many more milestones together!

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Who we are

A team that is 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 twelve, 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.

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.

    Find out more

  • 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

    Find out more

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

    Find out more

  • Map out your financial journey and goals.

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

    Find out more

Meet the Team

  • Richard Carew

    MANAGING DIRECTOR

    Chartered Financial Planner APFS Cert CII (MP)

  • Ed Davies

    TECHNICAL DIRECTOR

    Chartered Financial Planner FPFS Cert CII (SMP+ER)

  • Danielle Evans

    FINANCIAL PLANNER DipFPS CertCII(SMP)

    Senior Financial Planner

  • Llewela Charles-Jones

    HEAD OF OVERSIGHT & OPERATIONS DipFPS

  • Amy Ogden

    HEAD OF PARAPLANNING

  • Chimayne Dunning

    PARAPLANNER

  • Meg Williams

    PARAPLANNER

  • Nicole Beaudet

    CLIENT ONBOARDING MANAGER

  • Cat Warlow

    PA TO THE DIRECTORS

  • Meg Fraser

    CLIENT RELATIONSHIP MANAGER

  • Erin Grimes

    CLIENT RELATIONSHIP MANAGER

  • Lindsey Evans

    MORTGAGE ADMINISTRATOR

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

 

Contact us

Take the first step in meeting your financial objectives and having the future you want. Let's talk!

Office Location
Office 4,
Evolution House,
Lakeside Business Village,
St David’s Park,
CH5 3XP

Hours
Monday–Thursday:
09:00–17:00
Friday:
09:00–16:00

Phone
01244 668771

Email
info@enrichedfs.co.uk