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 customers 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.

 


Retirement Planning

Personal Pensions, Company Pensions and State Pensions are designed to enable you to save money to live comfortably after you have retired from work. There are many different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear complex. We offer advice in explaining, recommending and forecasting your pension entitlement. Any shortfall of what your are expecting in retirement can be identified and addressed.

 

© Copyright 2007 RMB Financial Management (UK) Ltd
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RMB Financial Management (UK) Ltd is an Appointed Representative of Mint Financial Services Ltd,
which is authorised and regulated by the Financial Services Authority. Mint Financial Services Ltd is entered on the FSA
Register www.fsa.gov.uk/register under reference number 217742. Web site approval reference number: MKT 158/2007