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


Phone: 01423 544700
Email: contact@rmbfm.co.uk
The Financial Plan
The Financial Plan is your unique report. In it you will find an analysis of your financial situation based on the information you provided and our assessment of where action should be taken.
 
 
In each section of the report, our recommendations are clearly laid out and are designed to improve your situation and put you on the road towards meeting your goals and greater long term financial security.

The report also includes:-
Analysis of existing assets
What you might expect from your Current Investments
Likelihood of achieving your financial goals
The potential threats to achieving your objectives
Impact the goals have on your investment wealth
Future Wealth Forecast
Transactions required in order to achieve this
Attitude to risk evaluated
 


Regularly review progress against your plan
 
We believe that financial plans shouldn't be written once and forgotten about. As your circumstances change your plan should be revisited and updated. A meeting with your adviser (usually annually), takes care of this.
 
That way you can ensure you remain on-track to improved financial health.

 

© Copyright 2007 RMB Financial Management (UK) Ltd
website design by VizionOnline
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.