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CF - Cardiff

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R M Financial
    Advice
Seren Independent
    Advisers Ltd

R M Financial Advice

Address: 7 Baltimore Close, Pontprennau, Cardiff, CF23 8PX
Telephone: 029 2073 5000
Fax: 029 2073 5001
Mobile: 078 8571 8501
E-mail: info@rmfinancialadvice.co.uk
Visit our Web Site: www.rmfinancialadvice.co.uk

Who are RM Financial Advice?
RM Financial Advice are Richard Barningham, Marie Fanning and Graham Price who are registered individuals with Heartland Independent Advisers (HIA) Ltd. HIA was founded in 1995 and has grown to become one of the largest independent financial advisers in the UK, their credibility has been enhanced by the achievement of the Investors in People Award. HIA were also presented with Money Marketing Financial Services Award for IFA

Professional Development
RM Financial Advice have established high standards of business practice and we pride ourselves on the level of skill, care and diligence that is applied to every customer whether large or small. Our aim is to provide uniquely tailored personal care whilst assuring you that your business will be conducted in a highly ethical and professional manner. We believe in forming a partnership between our clients and ourselves; a partnership that is developed and nurtured.

Areas of Advice we specialise in
  • Life Assurance, Critical Illness Cover and Income Replacement Schemes.
  • Investment planning, with particular regard to ISA's, Unit Trusts, Investment Trusts and PEP transfers.
  • Investment solutions to produce capital growth, income, or both.
  • All aspects of retirement planning, including the new "Stakeholder" requirements.
  • Offshore investment.
  • Tax mitigation schemes to either lessen or eradicate all forms of taxation including Capital Gains, Income and Inheritance Taxes.
  • Mortgage advice.
  • School and University fees planning.
  • Inheritance Tax planning.
  • Monthly and Lump Sum savings.
RM Financial Advice use the latest technology and through many established links with insurance and investment providers remain one step ahead of our competition offering up to the minute solutions for all aspects of financial planning.
Whether you are part of a large concern, running a small business or a private individual, RM Financial Advice have the resources to hand to work on your behalf.
RM Financial Advice are totally independent and free of any ties to insurance companies, which means that we can guarantee to provide our clients with unbiased and professional advice at all times.

What to do next
For a full review of your financial circumstances please email or telephone RM Financial Advice using the above details or visit our website www.rmfinancialadvice.co.uk
Regulated by the Financial Services Authority
Voluntary members of the MCCB for mortgage advice

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