Rumwell Financial Services offers more than just an insurance policy and a pension plan purchase; we are committed to being here for the long haul as trusted advisors who you can confidently turn tofor sound, honest financial advice. Rumwell Financial Services Ltd is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
I had the pleasure of a financial review with Julian who not only reduced the mortgage payments but increased the coverage on the life policy and unpicked the mortgage market for me, managed theapplication and kept me informed throughout the entire process, which was completed on time, as explained and with minimal fuss. I would not hesitate to recommend both him and the organisation. 5 star rated.
We passionately believe that financial products such as pensions, investments and mortgages should be recommended once we know what the client is trying to achieve and what lifestyle they would liketo enjoy both now and in the future. Through financial planning we help our clients achieve financial independence, financial security and peace of mind and tell them the truth about their money.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained.
Are you concerned about the continually changing financial market and its effect on pensions and investments? We help individuals and business owners make the right financial decisions. Are youlooking for improved service, technical improvements, financial savings or an IT partner who cares about your business? We're confident our services will exceed your expectations.
This website offers you basic product information for mortgages, life assurance, mortgage protection, critical illness cover, income protection, accident sickness and unemployment cover, investmentbonds and annuities. We can also offer you the facility to get an online quote for all of these or if you prefer the traditional face to face approach, we can offer an appointment with an experienced Independent Financial Adviser, just give us a ring.
Independence - in all its forms. Independence of thought, independence from product providers when recommending a product to a client, independence of the individual so that they are not manipulatedor controlled by others. Also, striving to help others become financially independent, which in tomorrow's increasingly economically driven world will be the only real guarantee of creating and retaining an independent lifestyle.
Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs. Gettingto know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing.
Brooks Macdonald was founded on the idea that there was a better way of providing private client investment services. Twenty years on, our philosophy of 'doing things differently' remains the basis ofour company ethos. Established in 1991 and AIM-listed in 2005, the Group has grown from providing London-based investment management to being an award winning, integrated, wealth management group with offices across the UK and Channel Islands.
1st Financial Group Limited are independent mortgage advisers offering advice and recommendations for your mortgage and protection requirements. We offer a tailored service to our clients with the aimof providing high quality advice that is specific to individual needs. This, combined with our friendly and professional approach, has resulted in our clients using us for their mortgage and protection needs time and time again.