We support clients to make informed financial decisions, based on our years of experience and the expertise of our highly qualified team.
All advice is tailored to you and your individual circumstances, as we take the time to get to know you and what matters to you.
Do you need help with:
We’re a family business, investing in our staff so that you get the very best advice and support. You will find us to be transparent, competitive, fair and impartial.
I am always confident that I have received great advice and that my views and any changes in my outlook have been considered.
The RU Group is efficient and very friendly with it. Not all businesses manage to achieve both of these. – Trevor Harris
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.
Whether you are planning ahead for retirement, are working towards a retirement date, or if you are currently enjoying your third age, we can guide you through investment decisions to ensure that you have the funds available to enjoy yourself.
Get in touch today to start a conversation about your financial future. You’re under no obligation and the first meeting is always on us.
It’s great to have The RU Group on board with this sponsorship. Steve Smith, Chief Operating Officer
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.