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Welcome to RNS Financial Advisers Ltd

Independent Financial Advisers in Scunthorpe, North Lincolnshire

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01724 842 713

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Welcome to RNS Financial Services Ltd , Independent Financial Advisers in North Lincolnshire

Financial advice may never have been more important – and we are a team local to northern Lincolnshire with the expertise to help.

Covid-19 has left its own mark on the financial markets and clients, whether individuals or businesses, have inevitably been affected.

We have years of experience, providing support to generations of families.

With offices in Scunthorpe, Brigg and Barton, we are visible and accountable. This has helped with a 13% growth in new clients over a 12 month period to the end of May, 2020.

Partner Andrew Clayton said: “Localness is key to our success.

“While face-to-face meetings have been limited during lockdown, video conferencing has provided clients with a reassuring face.

“We have adapted like every other business.”

Fellow partner Alex Douglas said while it had been a difficult period, now was a good time to invest.

“We have always been big advocates of investing early in the financial year and using as many tax allowances as you can.

“This year, when markets are low and there is a general acceptance the Government may need to make changes to taxes before long, the case looks even more compelling.

“Tax-efficient saving is key to successful investing. Paying more tax than you need to or forgoing allowances can lower the amount of money you have in the future.

“So, with such products as pensions and ISAs, the earlier you use your allowances every tax year, the more time you have to reap the rewards.”

Andrew and Alex are qualified chartered accountants as well as holding diplomas in Regulated Planning Services, the benchmark qualification for advising on retail investment products.

They are joined in the team by Jayne Mumby and Catherine Snell, who hold the same qualification and are also qualified accountants.

While Catherine is on maternity leave, Aiden Boucher, studying for his diploma, has taken on greater responsibilities.

Andrew said the team was good at listening.

“It is where it all starts.

“We listen to clients’ needs, and we formulate a plan, which enables us to offer clear, no-jargon advice on the most appropriate financial products for their personal circumstances.”

Call us today on 01724 842713 or complete our short enquiry form and we will be pleased to help you.

 

ABOUT RNS Financial Advisers

Who we are and what we do

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RNS Independent Financial Advisers are backed by the partners of the long established regional accountancy firm RNS Chartered Accountants.

It means we can offer financial solutions that a traditional IFA can but also provide the breadth of knowledge and tax expertise afforded by advisers who are also qualified accountants.

We encourage prospective clients to arrange a free initial consultation at our offices in Scunthorpe, Brigg and Barton or at your home or place of business.

SERVICES

Our Main Services

  • Savings & Investments

    There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money.

  • Life Assurance

    The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that...

  • Retirement Planning

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...

HOW WE WORK

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
  • 1

  • About you

  • We meet together to discuss your personal circumstances and your current financial situation.

     
  • 2

  • Your Goals & Ambitions

  • Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

     
  • 3

  • Analysis

  • We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

     
  • 4

  • How to get there

  • So now we know where you are and where you want to be.

     
  • 5

  • Implementation

  • It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

     
  • 6

  • Review the Plan & Progress Updates

  • If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.