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. Call us today on 01423 544700 or email us at [email protected] and we'll be pleased to help you.
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. Call us today on 01423 544700 or email us at [email protected] and we'll be pleased to help you.
Services
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.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them. Andrew started his career as a Financial Adviser with The Royal London 1990, moving to The Prudential in 1997. Andrew has lots of experience as an Adviser attaining Chartered Status in 2007, an achievement of which he is proud, he spends lots of time keeping his knowledge up to date order to advise his clients appropriately.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners. It can provide the reassurance of financial protection for you, your family and your business associates.
This type of cover protects you for a given term for a fixed benefit. The amount of life cover chosen at the outset will be paid whether a claim on death is made in the first year of the term or the last year. Quite often a payment would be made on the diagnosis of a terminal illness before the last 18 months of the plan, where you had 12 months or less to live.
This type of cover protects you for a given term for an increasing level of benefit. The amount of life cover chosen at the outset rises annually by a predetermined factor, normally Retail Price Index (RPI). This is known as "indexation". The premium will also increase. By selecting indexation you are protecting the purchasing power of your selected benefit.
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