WELCOME TO RMB Financial Management

Financial advisers located in Knaresborough, North Yorkshire

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.

A good strategy will address the following
looking after your loved ones
managing your personal debt
achieving your short term goals
being as tax efficient as possible
planning for your retirement
passing on your wealth to the next generation

We advise our clients in the following key areas
Investments
Retirement Planning
Estate Planning and Later Life Issues
Protection Planning – Life Assurance, Income Protection, Critical Illness Cover
Long Term Care
Inheritance Tax

Other services
Tax Planning – for example using Retirement Planning to reduce Tax liabilities
Bespoke consultancy on specific projects – for example the setting up and administration of a Bespoke Pension scheme for your business
Investment Advice to Trustees

Together we can create your personalised financial strategy

Call us today on 01423 544700 or email us at [email protected] and we'll be pleased to help you.

ABOUT

Who we are and what we do

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.

view more

Financial Services

Our main financial services

We offer a full range of financial services and have highlighted three of our most popular below.

Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
view more
Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
view more
Wealth Management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...
view more

How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Our plan for you

1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
WANT TO MAKE THE MOST OF YOUR WEALTH?

Contact us now to speak to one of our Financial Advisers

Where we are

12 York Place, Knaresborough, North Yorkshire, HG5 0AA

Registered office address: 12 York Place, Knaresborough, HG5 0AA.

Registered in England and Wales under reference 4799241.

RMB Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.

RMB Financial Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 488850.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

RMB Financial Management © Adviser Pro 2021 all Rights Reserved Website Designed, Developed and Licenced by Adviser Pro ©