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Financial Planning

We offer a full financial planning service through Redbourne Wealth Management Limited.

Whittingham Riddell work with Senior Consultants of Redbourne Wealth Management based permanently in our Shrewsbury office. The Redbourne team are acknowledged experts in the UK financial services marketplace.
 
We advise our clients, their family and business associates. The initial stage for this service is a review of your affairs to highlight areas of financial planning which our advisers believe you need to consider. They will then discuss these matters in detail with you and highlight the various options available to you in order to achieve your objectives.

The advice they give covers all areas of financial planning, typically: 

  • Inheritance tax planning
  • Retirement planning
  • Protection cover
  • Savings
  • Investment and estate planning
  • Investment strategies and portfolio management
  • All aspects of financial strategy

This advice is delivered in tandem with your usual contact at Whittingham Riddell and, if appropriate, our tax consultants. Our advisers will assist you in reviewing your affairs and deciding on the most suitable choices for you from an extensive range of financial planning products.

The advisers are independent and not tied to any particular product provider. Therefore they provide impartial advice and will discuss the basis of remuneration with you, which can be based on either a fee or commission.

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Redbourne Wealth Management is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Company registered in England and Wales no 06430777. Registered office: Belmont House, Shrewsbury Business Park, Shrewsbury, SY2 6LG.

Staff that specialise in this area

  • Rags Bram
    Rags
    Bram
     
  • Richard Cooke
    Richard
    Cooke
     

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