Listen to what some of our clients have to say about us.
Geared to 21st-century life
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 third millennium has already delivered some bombshells and the need for financial advice has never been greater, especially if you want to prepare children and grandchildren for the 2020s and beyond. Our children Ruby, William and Max, who lent their initials for our company name, are a focus for our own financial planning.
Our personal belief is that future generations will have to work far later in life than they would wish, unless parents and grandparents start planning on their behalf at an early stage. Meanwhile, they will face financial challenges such as education fees, high house prices and the future cost of raising their families. A little timely help can go a long way.
At least as important as looking to the longer term is the need to consider present threats to your family’s security, welfare and standard of living. Accident or illness can disrupt or end a breadwinner’s earning capacity, but well-chosen protection such as life insurance and critical illness cover can help a family to overcome such setbacks.
We will listen, discuss and take full account of your personal situation and goals when we advise on your investment, protection and retirement planning needs.
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.