Telephone: 01423 544700
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WELCOME TO RMB Financial Management
Financial advisers located in Knaresborough, North Yorkshire
Having a financial strategy is a lot like having a travel plan — it identifies where you’re going, how and when you’ll get there, how much it will cost, and things to do along the way.
Like planning a holiday, your financial strategy can be loosely structured or highly detailed based on your individual needs. But having no plan at all could leave you stranded in the middle of nowhere.
We help you to develop your strategy, keep it under review and amend it to reflect changes in your circumstances, goals and legislation.
A good strategy will address the following
• looking after your loved ones
• managing your personal debt
• achieving your short term goals
• being as tax efficient as possible
• planning for your retirement
• passing on your wealth to the next generation
We advise our clients in the following key areas
• Investments
• Retirement Planning
• Estate Planning and Later Life Issues
• Protection Planning – Life Assurance, Income Protection, Critical Illness Cover
• Long Term Care
• Inheritance Tax
Other services
• Tax Planning – for example using Retirement Planning to reduce Tax liabilities
• Bespoke consultancy on specific projects – for example the setting up and administration of a Bespoke Pension scheme for your business
• Investment Advice to Trustees
Together we can create your personalised financial strategy
Call us today on 01423 544700 or email us at [email protected] and we'll be pleased to help you.
ABOUT
Who we are and what we do
RMB Financial Management is a long established firm, providing financial advice and peace of mind to clients across the UK.
We work with all types of clients - Individuals, Trustees and Business Owners – so you can be sure that we will be able to meet your financial planning needs, whatever they are.
Financial Services
Our main financial services
We offer a full range of financial services and have highlighted three of our most popular below.
Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
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Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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Wealth Management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...
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Our plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
WANT TO MAKE THE MOST OF YOUR WEALTH?
Contact us now to speak to one of our Financial Advisers
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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