| |
 |
|
 |
'They were the first people to make me think about my goals in life, not just my business.'
'With them, you are buying into proper advice, not just a product from a financial adviser'
'My bank needs a plan for my business. now I've got a business plan for my life!' |
|
 |
|
|
|
Who Are We For?
For anybody who wants to build a constructive investment plan for their future
Usually, for people who are too busy running their own businesses to have had the time to put together a proper financial plan for themselves
Those who are not sure of how exactly to make long term provision for their families
Who may want to exit their businesses, but want be sure that they will have enough capital and income to live on
And don't know about all about the tax and the regulations
The Way We Work
RPG Private Clients follows a structured financial planning process to organise a person's financial affairs - so that they truly meet their investment and lifestyle objectives.
Working with a client's existing professional advisers, the accountant and the solicitor, they produce a consistent investment approach across the whole financial plan.
Objectives are agreed at outset, all the information is analysed, and full recommendations for a plan of action are produced. Then the plan is implemented and kept consistently under active review.
This is a holistic approach to a client's affairs where an overall picture is always planned and adjusted, over years, if necessary.
This is not financial advice based on on off commission earning products - but works on a long term strategic plan where the fees are paid for the advice given.
Our Charges & Your Options
There are two different ways of paying us. You can either pay us just for the work done on a direct fee basis, inclusive of VAT, which can be estimated at the start.
Or, if you prefer we can offset any commission which might be payable to us by providers, against your pre-agreed fee - depending on the amount of work done. |
| |
| |
|
|
|
