About Us | The RU Group

The RU Group

About Us

We are The RU Group

We are Independent Financial Advisers, based in The Midlands and South Yorkshire. At the RU Group we deliver quality bespoke wealth management solutions to our clients.

The future belongs to you – we’re here to help you create it.

No sales pitch. No bamboozling jargon. No waffle. Just personal service, professionalism and prioritising client needs.

Tailored financial planning for you

We’re independent

We have access to the whole market – that’s any product or fund we believe is right for our clients.

We’re fee-based

Our advice is impartial. When we recommend a product or investment, our only consideration is whether it’s right for you.

We’re personal

We take time to get to know our clients, and we’re always there when it really matters.

We’re qualified

Our team are talented, client-focused and many have achieved Chartered Status – regarded as the gold standard of financial adviser qualification.

Chartered Status

At the heart of The RU Group, Russell Ulyatt Financial Services has been awarded Chartered Status by the Chartered Insurance Institute (CII), the premier professional body for the insurance and financial planning professions.

The award follows rigorous scrutiny of our professional practice in our business conduct and management. It demonstrates that high professional standards are embedded within our company’s culture and practice.

To be eligible, the Board of the firm must include one or more Chartered Financial Planners and a significant, and rising proportion of the firm’s Advisers must have achieved Chartered Financial Planner status. As of July 2019, firms must have in place core values, business practices, and a diversity and inclusion policy that align with the CII Code of Ethics.

To date, fewer than 750 of more than 5,000 financial advice firms nationwide have achieved Chartered status, which demonstrates the exclusivity of the award, reserved for the highest achieving firms in the financial advice market.

We believe that Chartered Status recognition provides our clients with confidence that we demonstrate the highest standards of excellence, professionalism and staff development.

Our values

At The RU Group, everything we do, we do for you. Our company values are both the foundations of our business, and the promises we make to you.

We will be:

Focused

You and your interests are our single-minded goal.

Passionate

We only give heartfelt advice based on know-how and diligence.

Predictable

When we make you a promise, we keep it.

In-depth

We don’t do superficial, we dig deep to fully understand.

Direct

Jargon-free, upfront, simple and visual.

Our history

Our roots in independent financial advice extend over 135 years.

As a locally owned and managed company, we’re very much part of the communities we operate in. We are committed to building long-term, mutually beneficial relationships for our private and corporate clients – embracing technology to remain at the cutting edge, whilst maintaining the personal service that our clients deserve.

Located across three sites, our team work closely together to deliver the best possible experience for every client. This means that regardless of where you are, or which company you work with, you’ll get the same great service.

The RU Group is made up of Russell Ulyatt Financial Services Limited, Greenhalgh Financial Services Limited and Shevill Parkes (Financial Services) Limited which are authorised and regulated by the Financial Conduct Authority. Our full company details are available here.

Channack Ross is an integral part of The RU Group, acting as an independent Small Self Administered Scheme Trustee for our clients. Established in 1989, incorporating CH Trustees and Policy Trustees, we act for over 140 existing Small Self Administered Pension Schemes (SSAS). Channack Ross is not a regulated company.

The RU Group in the press

Let's work together

You can contact any of The RU Group companies via our contact page.

Loading...