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
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.
 
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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.