Are you concerned about low interest rates on your savings? Unsure how the ever-changing pensions rules will affect you? Worried about the financial future for new generations of the family? Wondering where you can find advice to help with these and other issues as the changing economic situation affects your finances?
Our research has uncovered a huge void in the market for professional financial advice. The high street banks have decided to cease offering this service to most of their customers. So, many people now feel there is nowhere to discuss their financial affairs. We are here for them, and for you. The value of pensions and investments and the income they produce can fall as well as rise.
Our research has uncovered a huge void in the market for professional financial advice. The high street banks have decided to cease offering this service to most of their customers. So, many people now feel there is nowhere to discuss their financial affairs. We are here for them, and for you. The value of pensions and investments and the income they produce can fall as well as rise.
Services
Based in Walton-on-Thames, RWM Financial Planning Ltd was founded by Robbie Moore and Mark Brindley, who have over 15 years' experience of providing financial advice to individuals and businesses. As a new company, we set out to provide advice geared to the realities of 21st-century life but maintaining high standards of personal service.
The core areas of financial planning on which we advise individual and corporate clients are investment, protection and pensions (including auto-enrolment). Where other services are required, including mortgages, equity release, QROPS (overseas pensions) and legal matters such as wills, we can make referrals to key business partners.
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