About
At RL Financial Planning we work closely with individuals and businesses tailoring strategies to enable you to reach your financial goals. With our office based in Manchester, 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.
“Matt helped us find out exactly what mortgage we could get in an impossible situation. He kept us updated throughout and was highly responsive. If anyone wants help with a mortgage and getting on the ladder, even when its an impossible task, I’ll always recommend!”
“We have recently used RL Financial Planning to obtain a mortgage on our first home. Matt was helpful & knowledgeable & answered all of our questions no matter how big or small! He kept us upto date at all times and dealt with queries from the lender to ensure a smooth process.
He was professional and polite at all times whilst dealing with our finances and we will definitely be returning to Matt & RL again for any future financial planning!”
“Matt recently helped us move life insurance providers after assessing our current plan and finding numerous issues with it.
After having a nightmare with one of the companies through no fault of his, he fought our corner and managed to save us a substantial amount of money as well as getting us a number of extra benefits.
I can’t recommend him enough, thanks again!”
“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.”