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PENSION ENQUIRY FORM

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We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.

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Where we are

1st Floor, 9 St. James’ Business Park , Knaresborough, North Yorkshire, HG5 8QB

Registered office address: 1st Floor, 9 St. James’ Business Park, Knaresborough, North Yorkshire, HG5 8QB.

Registered in England and Wales under reference 4799241.

RMB Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.

RMB Financial Management Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 488850.

RMB Financial Management (UK) Ltd, is a wholly owned subsidiary of Prosperis Ltd and is regulated by the Financial Conduct Authority FCA 223586. Registered in England No 04966045.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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