Financial Planning for Changing Times
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?
Welcome to RWM Financial Planning Ltd. 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. You may get back less than you invested.
As experienced advisers each with our own growing families, we understand the immediate and forward-looking concerns that you may have about financial security, investment strategy, retirement income and passing as much as possible on to children and grandchildren. We can devise flexible and resilient plans to help you:
- Get the most from your hard-earned savings
- Protect living standards if a setback occurs
- Stay on track towards a relaxed retirement
- Structure your retirement income tax-efficiently
- Plan your estate as effectively as possible
Tax planning and Estate Planning are not regulated by the Financial Conduct Authority