Having a financial strategy is a lot like having a travel plan - it identifies where you're going, how and when you'll get there, how much it will cost, and things to do along the way. Like planning a holiday, your financial strategy can be loosely structured or highly detailed based on your individual needs. But having no plan at all could leave you stranded in the middle of nowhere.
We help you to develop your strategy, keep it under review and amend it to reflect changes in your circumstances, goals and legislation. Call us today on 01423 544700 or email us at [email protected] and we'll be pleased to help you. RMB Financial Management is a long established firm, providing financial advice and peace of mind to clients across the UK.
We work with all types of clients - Individuals, Trustees and Business Owners - so you can be sure that we will be able to meet your financial planning needs, whatever they are. We offer a full range of financial services and have highlighted three of our most popular below.
We help you to develop your strategy, keep it under review and amend it to reflect changes in your circumstances, goals and legislation. Call us today on 01423 544700 or email us at [email protected] and we'll be pleased to help you. RMB Financial Management is a long established firm, providing financial advice and peace of mind to clients across the UK.
We work with all types of clients - Individuals, Trustees and Business Owners - so you can be sure that we will be able to meet your financial planning needs, whatever they are. We offer a full range of financial services and have highlighted three of our most popular below.
Services
RMB Financial Management is a long established firm, providing financial advice and peace of mind to clients across the UK.
We work with all types of clients - Individuals, Trustees and Business Owners - so you can be sure that we will be able to meet your financial planning needs, whatever they are.
Our highly experienced advisers use their knowledge, skill and expertise to deliver practical, impartial and unbiased financial advice to our clients.
You can be confident that you will be dealing with a team of people who are totally committed to providing expert advice and friendly, client focussed service.
We work with all types of clients - Individuals, Trustees and Business Owners - so you can be sure that we will be able to meet your financial planning needs, whatever they are.
Our highly experienced advisers use their knowledge, skill and expertise to deliver practical, impartial and unbiased financial advice to our clients.
You can be confident that you will be dealing with a team of people who are totally committed to providing expert advice and friendly, client focussed service.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Andrew started his career as a Financial Adviser with The Royal London 1990, moving to The Prudential in 1997.
Andrew has lots of experience as an Adviser attaining Chartered Status in 2007, an achievement of which he is proud, he spends lots of time keeping his knowledge up to date order to advise his clients appropriately.
He prides himself in building relationships with clients that allow him to fully understand their requirements and concerns, in turn his clients can be assured that he always has their individual needs foremost in his mind.
Andrew started his career as a Financial Adviser with The Royal London 1990, moving to The Prudential in 1997.
Andrew has lots of experience as an Adviser attaining Chartered Status in 2007, an achievement of which he is proud, he spends lots of time keeping his knowledge up to date order to advise his clients appropriately.
He prides himself in building relationships with clients that allow him to fully understand their requirements and concerns, in turn his clients can be assured that he always has their individual needs foremost in his mind.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
These people could include family members or business partners.
It can provide the reassurance of financial protection for you, your family and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.
The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.
These people could include family members or business partners.
It can provide the reassurance of financial protection for you, your family and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.
The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.
This type of cover protects you for a given term for a fixed benefit.
The amount of life cover chosen at the outset will be paid whether a claim on death is made in the first year of the term or the last year.
Quite often a payment would be made on the diagnosis of a terminal illness before the last 18 months of the plan, where you had 12 months or less to live.
This type of protection may be suitable for family protection and Interest Only Mortgage debt, where the level of debt on the mortgage does not decrease as the years progress, however, this would depend on individual circumstances and you should seek further advice.
The amount of life cover chosen at the outset will be paid whether a claim on death is made in the first year of the term or the last year.
Quite often a payment would be made on the diagnosis of a terminal illness before the last 18 months of the plan, where you had 12 months or less to live.
This type of protection may be suitable for family protection and Interest Only Mortgage debt, where the level of debt on the mortgage does not decrease as the years progress, however, this would depend on individual circumstances and you should seek further advice.
This type of cover protects you for a given term for an increasing level of benefit.
The amount of life cover chosen at the outset rises annually by a predetermined factor, normally Retail Price Index (RPI).
This is known as "indexation".
The premium will also increase.
By selecting indexation you are protecting the purchasing power of your selected benefit.
This may be suitable for family protection although this would depend on individual circumstances and you should seek further advice.
Works much like the level term insurance, except that the level of cover increases - and usually the premiums too.
The amount of life cover chosen at the outset rises annually by a predetermined factor, normally Retail Price Index (RPI).
This is known as "indexation".
The premium will also increase.
By selecting indexation you are protecting the purchasing power of your selected benefit.
This may be suitable for family protection although this would depend on individual circumstances and you should seek further advice.
Works much like the level term insurance, except that the level of cover increases - and usually the premiums too.
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