Based in Walton-on-Thames, RWM Financial Planning was founded by Robbie Moore and Mark Brindley, who have over 15 years' experience of providing financial advice to individuals and businesses. As a new company, we set out to provide advice geared to the realities of 21st-century life but maintaining high standards of personal service.
The third millennium has already delivered some bombshells and the need for financial advice has never been greater, especially if you want to prepare children and grandchildren for the 2020s and beyond. Our children Ruby, William and Max, who lent their initials for our company name, are a focus for our own financial planning.
Our personal belief is that future generations will have to work far later in life than they would wish, unless parents and grandparents start planning on their behalf at an early stage. Meanwhile, they will face financial challenges such as education fees, high house prices and the future cost of raising their families. A little timely help can go a long way.
At least as important as looking to the longer term is the need to consider present threats to your family's security, welfare and standard of living. Accident or illness can disrupt or end a breadwinner's earning capacity, but well-chosen protection such as life insurance and critical illness cover can help a family to overcome such setbacks.
Are you concerned about low interest rates on your savings? Unsure how the ever-changing pensions rules will affect you? Worried about the financial future for new generations of the family? Wondering where you can find advice to help with these and other issues as the changing economic situation affects your finances?
Welcome to RWM Financial Planning. Our research has uncovered a huge void in the market for professional financial advice. The high street banks have decided to cease offering this service to most of their customers. So, many people now feel there is nowhere to discuss their financial affairs. We are here for them, and for you.
As experienced advisers each with our own growing families, we understand the immediate and forward-looking concerns that you may have about financial security, investment strategy, retirement income and passing as much as possible on to children and grandchildren. We can devise flexible and resilient plans to help you:
