Many of the clients I work with have built successful careers, businesses, or accumulated savings over time.
They often have multiple pensions, investment accounts and financial decisions to manage, but want greater clarity about how everything fits together.
I typically work with professionals, business owners and families who have around £150,000 or more in investable assets, or who are building towards that position.
They are looking for structured financial planning, clear investment strategies and ongoing advice to help them make confident long-term decisions.
✔ Understand whether they are on track for retirement
✔ Bring pensions and investments into a clear strategy
✔ Manage wealth in a tax-efficient way
✔ Build a long-term financial plan
As a Chartered Financial Planner, I believe financial advice should be thoughtful, personal and tailored to each client’s circumstances.
To maintain a high standard of advice and service, I limit the number of new clients I take on each year. This allows me to spend the time needed to fully understand each client’s situation and provide carefully considered financial planning and investment advice.
Ribble Wealth Management Limited is registered in England and Wales no. 09482998.
Registered office, Ribble House, 11 Trident Park, Trident Way, Blackburn, Lancashire BB1 3NU.
Authorised and regulated by the Financial Conduct Authority.
Ribble Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 706237.
If you wish to register a complaint, please write to us at the address above or email us at info@ribblewealth.com
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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