real personal
Our independent financial advisers are all experienced financial planners as well as wealth management consultants. We will help you get a clear picture of where you are now financially, discuss with you where you want to be, and consider what it will take to get you there. We will point out potential pitfalls as well as opportunities, work to preserve your assets and take account of changes in your circumstances.
Our approach is less about financial products and more about planning and decision-making to help you reach your personal financial goals.
Inevitably you will find financial products listed here to indicate our range of services, but it’s important that you know we aren’t in the business of selling to you. The majority of our services are fee-based and aimed at pointing you in the right direction, or helping you to make an informed choice.
It should be easy for us to demonstrate the value of our involvement in your finances, through one or more of the following:
- Better long-term investment growth that you may be able to obtain yourself
- Lower charges than you may currently pay for financial plans or investment funds
- Less tax through careful planning of your retirement income, investment income, and family inheritances
So here we have it: the inevitable list of services. We can help with;
- Retirement Planning including pensions, annuities, and investing for income
- Life and disability insurances to protect your family’s income
- Inheritance tax planning and advice on the provision of Wills
- Succession planning for owner-managed business
- Mortgages
- Investments and portfolio management
mailto:richard.blackett@rmtfm.co.uk&cc=marketing@r-m-t.co.uk&subject=RMT%20FM
