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:
- Free initial consultation to focus on your needs and objectives
- A closer look at your situation and goals, to know you better
- Research into strategies and products that offer you solutions
- A report on our findings, with specific product recommendations
- Implementation of any new or amended strategy agreed by you
- Ongoing reviews to keep you on track as key life events unfold
Please click here to find out more.