An independent financial advisor will give you the confidence that your individual circumstances are reflected in your investment portfolio, and that your future financial health is in good hands.
It can take a lot of time to research the market, deciding whether to invest in pensions, ISAs, managed funds, cash, bonds, or directly into shares.
Market fluctuations can also be a cause of concern. Is your money invested wisely, and how much can you draw down to enjoy your chosen lifestyle?
Perhaps you have used a financial advisor in the past and you’re unhappy with the performance of your investments, or how responsive your advisor was.
Clients with an ongoing adviser relationship are twice as likely to feel in control of their finances as those without
We work with you to identify your future goals and provide a financial plan that caters for your changing income and outgoings as you progress through life’s stages.
We’ll look at what you have already got saved or invested, and how much you are able to invest over the coming years.
We follow our 6-point plan to creating the best financial plan for you by first understanding your situation, analysing the market on your behalf and outlining our advice before we put the plan into action.
We’ll discuss any ongoing support you need and we’ll future-proof your financial plan to make sure that it adapts to any changes in your life or the markets.
As a locally owned and managed company we’ve been around over 135 years, with strong company values that provide the foundations for our business and how we work with you.
We’re independent and fee-based, which means that our advice is impartial. If we recommend a product or investment you can be sure that our only consideration is whether it is right for you. Our investment strategy is actively pursuing ESG investments, that is to say companies and funds with stronger ethical and environmental credentials.
Our team are highly qualified and talented, with many having achieved Chartered status. We value the relationships we have with our clients – we are your partners, passionate about achieving good financial outcomes for you.
If you’re interested in changing your financial advisor or are seeking financial planning advice for the first time we are happy to talk.
Get in touch today to start the ball rolling. You’re under no obligation and the first meeting is always on us.
We have used them for over 30 years when I was in business and now personally, and on the strength of their expertise and advice we have recommended them to family and friends. They listen to our personal needs and what we require from our investments and fulfil the brief.– Mr Messias
Source of quote: Royal London, September 2020
The value of an investment and the income from it could go down as well as up. You may not get back what you invest. Past performance is not a reliable indicator of future performance.
At the heart of The RU Group is Russell Ulyatt Financial Services – Chartered Financial Planners.
We’re a team of Chartered Financial Planners based in Nottingham, Derby and Sheffield, operating across the UK.
Russell Ulyatt Financial Services Ltd is authorised and regulated by the Financial Conduct Authority, 121012.