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Falke Financial Planning

About Richard & Falke

Personal financial planning built around your goals, priorities and future.

About Us

Meet Richard Pattison APFS

Chartered Financial Planner

Falke Financial Planning was created to provide clear, personal financial advice focused on helping people make confident decisions about their future.

With around 20 years of experience in financial services, Richard helps individuals, families and business owners understand their options and create a plan that reflects what matters most to them.

• Approximately 20 years financial services experience
• Equity Release qualification
• Long Term Care Planning experience
• CII Level 6 Business Financial Planning distinction

The Falke Story

Falke takes its name from the type of plane Richard’s father owned – a personal connection that inspired the name and visual identity of the business.

Start a conversation about your financial future

What We Do

At Falke Financial Planning, we provide clear and personal financial advice across the key areas that matter most to your future. Whether you are planning for retirement, making property decisions, protecting what matters or running a business, we help you understand your options and make confident decisions.

Richard and the wider ADNFC support team

Richard Pattison APFS

Financial Adviser and principal client contact

Marcus Sumpner

Head of Paraplanning

Nyakallo Mnembe

Compliance Associate

Megon Thompson

Financial Administrator

Request an Appointment

Arrange an initial conversation with Richard to understand how Falke Financial Planning can help you achieve your goals.

Open Hour

Meetings by appointment