We are a privately owned Independent Financial Planning (IFA) company based in Dumfries, offering financial planning services to both Individuals and businesses. The core of our values is a strong belief in offering unbiased financial advice based on traditional principles of honesty, trust, professionalism, building sustained long-term relationships and Complete Independence so that we are able to provide the best tailored solution we can to suit your circumstances.
We put our clients at the centre of everything we do and create financial strategies for them that are entirely individual and independently constructed.Robert John McFarlane trading as RJM Financial Management is authorised and regulated by Financial Conduct Authority.
We put our clients at the centre of everything we do and create financial strategies for them that are entirely individual and independently constructed.Robert John McFarlane trading as RJM Financial Management is authorised and regulated by Financial Conduct Authority.
Services
RJM Financial has provided Independent Financial Advice to it's clients for over 20 years and is a well established IFA practice in Dumfries, Scotland. We offer financial planning services to both Individuals and businesses. Whatever your needs, be it pension advice, financial planning information, wealth management advice or mortgage advice, we are here to provide professional expertise to help you protect you, your family and your business.
RJM Financial Management offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Because our service is giving informed, expert financial advice, we charge a professional fee for that advice, on a transparent basis agreed in advance. We are not commission-driven and do not purport to give "free advice" in the hope of selling you a product, as many others do. Our advice is not free, because it is valuable and likely to benefit you.
We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals. The right investments can assist you in growing your wealth and protecting it against inflation.
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