Welcome to RNS Financial Advisers Ltd
Independent Financial Advisers in Scunthorpe, North Lincolnshire
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We have years of experience, providing support to generations of families.
With offices in Scunthorpe, Brigg and Barton, we are visible and accountable. Partner Andrew Clayton said: Localness is key to our success.
While face-to-face meetings were 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. 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.
Aiden Boucher, studying for his diploma, and Karen Graves also support the team.
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.
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.
1
We meet together to discuss your personal circumstances and your current financial situation.
2
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4
So now we know where you are and where you want to be.
5
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6
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.