About Us

About the Business

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RMB Financial Planning Limited is a friendly and honest financial planning advice service based in Bridgnorth, Shropshire, providing advice to clients not only in the Midlands but also across the whole of the UK.

The business offers a financial planning service to both personal and business clients, providing advice on a comprehensive range of financial services including tax returns.

For a high quality, friendly review of any area of your finances, Ruth Burley, who has 30 years’ experience in financial services offers an initial free meeting, giving you the opportunity to build a personal business relationship with the business, with the peace of mind that you are in safe hands.

Tax planning is not regulated by the Financial Conduct Authority.

If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Intrinsic Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
Tel: 0191 241 0700
You can find more information by visiting the Intrinsic Financial Services website: https://www.intrinsicfs.com/contacts/
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
The Financial Ombudsman Service Exchange Tower London E14 9SR Tel: 0300 1239123 Email: complaint.info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk
Customer Privacy 

At RMB Financial Planning Limited we respect your privacy and the confidentiality of your personal information.

Who are we?

RMB Financial Planning Limited is a Financial Services Company providing financial advice. We are an appointed representative (AR) of Intrinsic Financial Services Ltd (IFS) who are part of the Old Mutual Wealth Group.

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:

The Office of Data Protection,Intrinsic Financial Services Group, Wiltshire Court, Farnsby Street, Swindon, SN1 5AH