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.

My Company offers high quality Financial Advice serving clients in both the local community and around the country. 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.

Regulatory Statements

RMB Financial Planning Limited is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Services Limited who are authorised and regulated by the Financial Conduct Authority.

RMB Financial Planning Limited: Registered in England and Wales Company No. 8044264. Registered Office: 48 Market Street, Kingswinford, West Midlands DY6 9LE.

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.