RHA Financial Management is a firm of Independent Financial Advisers. Our clients are both individuals and companies, usually introduced to us by other professionals, including solicitors and accountants. Our clients come from a wide range of backgrounds and we can act for all clients no matter how large or small their investments might be.
Initial meetings are usually free of charge and without obligation, giving our clients the option to choose to pay for our services on an hourly basis, or on a "per job" basis. We can also charge for our services by invoicing a percentage of the assets under our management. We find that clients are attracted to our business through a combination of trust, professionalism, and personal service.
Initial meetings are usually free of charge and without obligation, giving our clients the option to choose to pay for our services on an hourly basis, or on a "per job" basis. We can also charge for our services by invoicing a percentage of the assets under our management. We find that clients are attracted to our business through a combination of trust, professionalism, and personal service.
Services
Wouldn't it be nice to be able to switch on your i- phone or your i-pad wherever you are in the world and see the value of all your pensions and investments in real time? Well, at RHA we can show you how. In addition, we can store all of your important financial and identification documents safely and securely, enabling you to access them from any location and at a time that suits you.
Divorce is on the increase and RHA's experience in this area can help you through what can be a complicated process and ease the financial pain. You will be able to benefit from our extensive expertise in this area and have confidence that your adviser will work in your sole financial interests. We work with a large number of matrimonial and family solicitors and have been doing so for many years.
Planning for our retirement is what most of us work for. But in this day and age it is more important than ever to get the right advice. At RHA we design retirement plans, tailor them for individuals, and take a holistic view of our client's circumstances and aspirations. We can look at your whole pension picture and, if necessary, consolidate pension "pots" so that retirement planning is made easy and manageable.
At RHA we pride ourselves in our investment processes. We can guide you through the maze of tax efficient investments and assess your risk profile so that there are no nasty surprises a few years down the line. From ISA's to alternative investments, we show you how and why various investments suit your own particular circumstances, and back this up with vast research into fund managers and performance statistics.
How will you and your family protect the wealth you have accumulated from the Inland Revenue? At RHA we can show you ways to protect your family's wealth so that you can plan to pass on as much of your assets to those you love without the taxman taking a bite. We work closely with Solicitors, Accountants and Trust Practitioners in this area so that the correct planning will help insulate your family from tax.
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