About us
At RL Financial Planning we work closely with individuals and businesses tailoring strategies to enable you to reach your financial goals. With offices based in Manchester, Cheshire and Derbyshire we are able to help local clients as well as clients based all across the United Kingdom.
We offer a full initial financial review service taking into consideration your current circumstances, whilst establishing your future needs and requirements. Once established, we design and implement an individual strategy for you, ranging from mortgage advice to estate planning and everything in between.
At RL Financial Planning we use our experience to deliver a process which helps us to discover your needs and aims, report on how your current plans fit with those needs, research and make an appropriate recommendation, then finally to implement any plans meeting your needs and requirements as agreed.
Contact
➤ Manchester Office
3 Yew Tree Drive, Northenden
Manchester, M22 4GF
07833 965327
matthew@rlfinancialplanning.co.uk
Core Services
PENSIONS
We offer independent pensions advice including the arranging of individual and group pensions, at retirement planning and pension transfers from both individual and occupational schemes.
INvestment
We offer a full independent investment advice service including areas such as ISA’s, Pooled/collective investments and Bonds.
Mortgages
We advise on a comprehensive range of mortgages from across the IFA market, for all types of clients such as first time buyers, re-mortgagers, home movers, and buy to let investors. *Please note, if you do not pay your mortgage, your home may be repossessed.
ESTATE PLANNING
We offer independent advice to assist on reducing any potential inheritance tax liability that may arise in future. *Please note, not all areas of estate planning are regulated by the Financial Conduct Authority*
life insurance & protection
We offer a full independent advice and review service on all types of protection including life insurance, critical illness insurance, income protection for both individuals and businesses.
oTHER
Have other financial questions or concerns? Contact us for help.
““I was given Matthew’s number and once I contacted him, he put me at ease. Very Prompt on what can and can’t be done. Great communication at all times and everything done in a timely manner.
I would recommend this company without a doubt.””
Let's Chat.
Use the form below to contact us regarding your enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.