RMB Financial Management (UK) Ltd.
12 York Place
Knaresborough
North Yorkshire
HG5 0AA

Phone: 01423 544700
Email: contact@rmbfm.co.uk

Our Expertise
a few words about our company

Our philosophy is to devise strategic solutions that enable you to achieve your goals & objectives. We offer advice to clients in the following key areas:-

Retirement Planning
Investments
Mortgages
Estate Planning – Inheritance & Capital Gains tax advice
Protection Benefits – life assurance, income protection, Critical Illness cover.

You will only ever deal with an adviser who is professionally qualified to give advice in these areas- how do we guarantee this? We don’t employ anyone who is not.

Estate Planning


Is Inheritance Tax & Capital Gains Tax a concern for you?
 
Do you have a valid will? 
 
Would you like advice on how to best preserve your estate?
 
Do you & your family want to know more about Equity Release schemes?
 
CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE
 
Are you concerned about Long Term Care costs?
 
We can offer you advice in all of these areas. To discuss any of these issues call us and meet with an adviser specially qualified in these areas.
Equity release may involve a lifetime mortgage or home reversion plan.  To understand the features and risks ask for a personalised illustration
 
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© Copyright 2007 RMB Financial Management (UK) Ltd
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RMB Financial Management (UK) Ltd is authorised and regulated by the Financial Services Authority. RMB Financial Management (UK) Ltd is entered on the FSA
Register www.fsa.gov.uk/register under reference number 488850.
Registered in England No:4799241. Registered Office: 12 York Place, Knaresborough, North Yorkshire HG5 0AA. In the interest of continuously improving our service to clients, your call will be recorded and may be monitored. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.