Meet the Team

Ruth Burley

meettheteam
Ruth offers a comprehensive financial planning service to clients in an open friendly manner, taking time to get to know her clients whilst discussing and understanding their financial needs.

Educated at King Edwards Grammar School in Birmingham, Ruth began her career with NatWest Bank. Now with over 30 years financial services experience – 25 years in the banking sector, culminating in Senior Branch Manager status at the Portman Building Society in Bridgnorth. Ruth was an Independent Financial Adviser for five years prior to setting up RMB Financial Planning Limited August 2012.

Ruth became a Diploma Qualified Financial Planner in 2009 and has recently achieved her Statement of Professional Standing from the Chartered Insurance Institute in preparation for the upcoming changes to the financial services Industry in 2013. She is also fully qualified to provide advice on Mortgages and Equity Release. She is currently successfully working towards Chartered status.

Married, with one son, Ruth lives in Bridgnorth, Shropshire. In her spare time she enjoys reading, a keen spectator of rugby and football, and cooking when time allows.