Robertshaw Myers Financial Solutions
In order to provide a comprehensive financial advisory service to all clients, both private and business, the practice recently set up RM Financial Solutions Limited, a firm of Independent Financial Advisers within our own offices. The firm is an appointed representative of the CharterGroup Financial Management Network, which is authorised and regulated by the Financial Services Authority and the consultant advisor, Roger Kuhlmann, is qualified with the Certified Financial Planning Certificate.
RM Financial Solutions Limited's objective is to partner with clients to establish and achieve your financial goals through objective planning in the following areas:
- Investments (Onshore & Offshore, Business or Personal)
- Pensions (SSAS, Group or Personal)
- Protection (Term Assurance, Private Medical Care, Income Protection)
- Mortgages (including Equity Release & Remortgage)
The purpose of RM Financial Solutions Limited is to help create, manage and protect client's wealth. Both the accountancy practice and the investment adviser put your interests first. We do not measure success by performance statistics but rather by your success in achieving your goals.
Like Robertshaw Myers, RM Financial Solutions Limited offer an initial discussion (without charge) when we describe our services more fully and explain the payment options. If you decide to go ahead, they will:
- collect and evaluate personal information about you, your finances, your needs and objectives;
- recommend and discuss any action they think you should take and,
- with your agreement, arrange relevant contracts for you selected from the whole market place
Contact us, on 01756 706611 or by email, today to discuss how RM Financial Solutions Limited can help you with your requirements.
