E admin@rwmfinancialplanning.co.uk

T 01932 213203

The Way We Work

The Way We Work

At RWM Financial Planning, our core principles are at the heart of all that we do: integrity, commitment and transparency. Our aim is to guide you on optimising your existing financial provision and also advise on any aspects that need addressing, whether for the short, medium or longer term.

To deliver all this, we follow a six-step process:


  1. Free initial consultation to focus on your needs and objectives
  2. A closer look at your situation and goals, to know you better
  3. Research into strategies and products that offer you solutions
  4. A report on our findings, with specific product recommendations
  5. Implementation of any new or amended strategy agreed by you
  6. Ongoing reviews to keep you on track as key life events unfold

Please click here to find out more.

Want to know more? Call us on 01932 213203 or email us at admin@rwmfinancialplanning.co.uk. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.