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.
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.
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.
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.
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.
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
The Business Desk
New Model Adviser (print edition)
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.
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.