Testimonials

WHAT THEY SAY

See what our clients have been saying about us.

Les Johnson

I have been working with RMB for over 6 years now and have received excellent service.
Andrew and his team are professional and friendly and more importantly always on hand to discuss the many and varied financial situations we all have to deal with from time to time.
What can be a complicated industry is patiently explained with minimum fuss to get to the right solution.
I have always felt in safe hands and feel confident about my future financial planning.

Chris Malton

I’ve been a client of RMB for some years now after realising I wasn’t best placed regards time and knowledge to manage my own finances. 
The service RMB has provided has been most beneficial, I’ve been more than happy with the returns on my investments. I’m 100% confidant that they have acted in my best interests and have great trust in their decision making processes. They have proved to be knowledgeable in all aspects of investment/financial management and have always answered any queries I have had promptly and in easy to understand laymen’s terms. I look forward to many more years of business with them.

Ian Ramsbottom

When I took retirement a number of years ago I had a number of pensions that needed consolidating into one. I sat down with Andrew and he took me through all the options given the risk I was prepared to take. The resulting decision has proved to be an excellent choice with the fund increasing in value year on year. Queries are responded to quickly and at the annual review meetings everything is explained in detail ensuring that I understand all the intricacies.
Working with Andrew and team has been a pleasure; they are very nice people to work with. I have no hesitation in recommending RMB Financial Management to anyone.

Nicola Wilson

I have used RMB for a number of years and have been extremely satisfied with their customer service, their frank professional advice. They are very efficient & approachable suiting my needs to the correct products. I would highly recommend them.

Steven and Sheila Bethell

We have been clients of Andrew and the RMB team for  many years. We were originally delighted with the way that he put us at ease with his friendly yet professional manner. We feel  that he justifies his modest fees with his service, integrity and sincerity. Our recommended investments have performed up to expectations thanks to Andrew’s expert and knowledgable advice.

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.

RMB Financial Management © Adviser Pro 2024 all Rights Reserved Website Designed, Developed and Licenced by Adviser Pro ©