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The RU Group is featured in The Telegraph’s Money Makeover with Chartered Financial Planner Nick Onslow providing detailed comment.
Full article here dated 18 December 2021.
We are pleased to announce that we have now reached over £600 million of assets under management – a landmark figure for the company. The news received numerous pieces of media coverage in November 2021, including in The Business Desk.
Full article here dated 4 November2021.
the RU Group has been recognised as SME Business of the year at the Nottingham Post Business Awards 2021. Mark Dolan and Gail Emms MBE presented the award at an exciting black tie dinner. Our award was collected by Financial Planning Administrator Charlotte Brain.
15 October 2021.
The RU Group has been shortlisted in the Nottingham Business Awards in the SME Business of the Year category. We’re delighted to have received this recognition and look forward to the awards evening in October.
Full article here dated 22 September 2021.
Our partnership with Invesco offers clients a wider choice of ESG (Environmental, Social and Governance) investment options. Invesco has become one of the largest and trusted global investment managers.
New Model Adviser
Business Link East Midlands
September 2021.
Chartered Financial Planner Nick Onslow is quoted in the Investor’s Chronicle reflecting on the benefits of planning ahead for retirement.
Full article here dated 13 September 2021 (paywall).
We’re proud to support Nottingham Rugby Club this season as a sponsor. With a difficult year behind them, the club is looking forward to a prosperous season ahead. As a business we are keen to support other regional organisations and are looking forward to supporting the team in person this coming season.
East Midlands Business Link
Love Business East Midlands
West Bridgford Wire
Insider Media (paywall)
September 2021.
RU Group Financial Adviser Daniel Eatch is quoted in Helen Crane’s ‘The Daily Mail – This is Money’ article on ways of funding your child’s school fees. Commenting on re-mortgages, Daniel Eatch advises; ‘This could help individuals who are asset-rich and cash poor. An example would be someone who is nearing pension age and has significant pension savings, but doesn’t have access to them yet.’
Full article here dated 22 June 2021.
We are pleased to announce our sustainable investment partnership with EBI Portfolios, part of our aim to expand our access to environmental, social and governance investments.
Full article here dated 15 June 2021.
The FT reports that millions have seen their pension prospects shaken by the pandemic. Chartered Financial Planner Nick Onslow comments on the mistaken understanding of diversification of pension funds.
Full article here dated 11 June 2021 (paywall).
Independent Financial Adviser Jonathan Nicholls, Paraplanner Joe Staniforth and Premier Elite Team Adviser James Batchelor achieve Fellowship status from the CII, following the completion of a personalised, structured and advanced professional development programme.
Full article here dated 28 May 2021.
Chartered Financial Planner Nick Onslow answers a reader’s question about building up a credit history and getting a mortgage as a foreign national in the UK.
Full article here dated 25 May 2021.
Chartered Financial Planner Nick Onslow discusses cash flow planning as a means to predict how much income you could receive in retirement.
Full article here dated 27 January 2021.
A profile of Ben Slater, Chartered Financial Planner at The RU Group. Ben discusses his route into financial planning, becoming one of the country’s youngest IFAs to achieve coveted Chartered status.
Full article here dated 15 June 2020.
Chartered Financial Planner Jonathan Nicholls has achieved Fellowship status of the Chartered Insurance Institute. This highest accolade in the profession is only achieved by a small percentage of IFAs nationwide.
Full article here dated 28 February 2020.
Russell Ulyatt Financial Services, the wealth management and financial advice firm at the heart of The RU Group, has once again achieved Chartered status from the Chartered Insurance Institute (CII).
Full article here dated 22 January 2020.
Director Helen Lindo is profiled in the Nottingham Post Business Live magazine.
Link (opens PDF) dated 21 January 2020.
Staff at The RU Group continue to support Young Enterprise through a range of activities including the Tough Mudder challenge.
Love Business
East Midlands Business Link
Business Live
19 December 2019.
Kai Nuthall and Updesh Bhogal joined our specialist pension division Channack Ross as SSAS administrators.
The Business Desk
East Midlands Business Link
Love Business
November 2019.
The High Court judges said the state pension age changes equalised ‘a historic asymmetry between men and women’. Chartered Financial Planner Nick Onslow provides commentary on the case.
Full article here dated 3 October 2019.
The RU Group has been shortlisted in Money Age’s 2019 awards in the category ‘Financial Adviser Award: Medium to Large Firm of the Year’.
Love Business
East Midlands Business News
September 2019.
Chartered Financial Planner Nick Onslow provides comment to a reader query.
Full article here dated 12 September 2019.
Reporting our success in being approved in our application to join the Personal Finance Society’s Pension Transfer Gold Standard.
Full article here dated 5 August 2019.
Chartered Financial Planner Nick Onslow provides comment on the care fee burden and how to plan ahead to protect your life savings.
Full article here dated 23 July 2019.
Matthew Harrison and Sue Hancox join our Nottingham head office as Paraplanning Team Leader and Finance Controller.
Midlands Business Insider
Love Business East Midlands
Financial Planning Today
The Business Desk
East Midlands Business Link
July 2019.
Widespread press coverage for the news that we have surpassed half a billion pounds of assets under management on behalf of our clients, our highest total to date.
Midlands Business Insider
East Midlands Business Link
Midlands Business News
Love Business East Midlands
Bdaily
Business Live
The Business Desk
New Model Adviser (print edition)
June 2019.
Reporting our adoption of Intelliflo’s Intelligent Office system which provides a Personal Financial Portal, allowing our clients to have 24/7 access to their personal financial products and plans.
Full article here dated 4 June 2019.
Financial Planning Manager Nick Onslow answers a reader’s question about a pension transfer.
Full article here dated 31 May 2019.
Financial Planning Manager Nick Onslow provides advice on the impact of pension credit reforms to consumers.
Full article here dated 18 March 2019.
How will new 2019 rules work, and when can I claim my pension? We provide explain why the new rules mean that people may not get their state pension when they expect.
Full article here dated 12 March 2019.
Nottingham based Rusell Ulyatt, at the heart of The RU Group receives Chartered Status for the third year running. Report from East Midlands Business Link.
Full article here dated 11 December 2018.
With bases in Nottingham, Derby and Sheffield we are chartered financial planners. Locally owned and managed, we are committed to building long-term prosperity for our clients. Professional, impartial and embracing technology, we put clients’ interests first in everything we do.
1 The Triangle NG2 Business Park Nottingham NG2 1AE
Monday – Friday, 9am – 5pm
Email: [email protected]
Tel: 0115 9075100
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