Our aim at RMB Financial Planning is to provide excellent financial advice to both personal and business clients covering a broad range of financial services.
Welcome to the RMB Financial Planning Limited website.
The use of a Financial Adviser is acknowledged as the most successful way to obtain Financial Advice for Individuals and Businesses. This is because the advice provided is based upon the specific needs of the client. The range of products and services available are provided via leading market companies to enable us to ensure the objectives of the client are met.
We are a company of high quality Financial Advisers serving both the local community and nationwide. Ruth Burley, Managing Director, is qualified to Diploma status within the Chartered Insurance Institute and Personal Finance Society.
With an initial free consultation, we look forward to welcoming you soon as a client.
RMB Financial Planning Limited is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register https://www.fca.gov.uk/register under reference 440703 and 440718
Registered in England and Wales Company No. 8044264.
35 Calthorpe Road, Edgbaston, Birmingham, B15 1TS
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.