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
• Retirement Planning
• Estate Planning and Later Life Issues
• Protection Planning – Life Assurance, Income Protection, Critical Illness Cover
• Long Term Care
• Inheritance Tax
• 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
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.
Our main financial services
We offer a full range of financial services and have highlighted three of our most popular below.
Savings & Investments
Our plan for you
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.