Helping you identify, achieve and maintain your dream lifestyle
Our goal at Ruby Red Financial Planning Ltd. is to work with you to really understand what it is you want from your life.
Helping you identify, achieve and maintain your dream lifestyle
Our goal at Ruby Red Financial Planning Ltd. is to work with you to really understand what it is you want from your life.
No two people are the same, so why would their financial plans be?
Our goal at Ruby Red Financial Planning Ltd. is to work with you to really understand what it is you want from your life. We help identify, achieve and maintain your desired lifestyle whilst helping minimise the risk of running out of money within your lifetime.
This looks different for everybody, so our plans are all bespoke to your ambitions and plans.
It is never to early to start planning your financial future – in fact, the earlier you start, the more manageable the steps you need to take to achieve your long-term goals. As Lao Tzu once said, “The journey of a thousand miles begins with one step”.
Here at Ruby Red Financial Planning Ltd., we are happy to work with anybody working towards their financial goals – whether you are looking to make the first steps, or you are further along the journey preparing for one of the many transitions’ life throws up, such as starting a family, selling a business, or preparing for retirement.
Authorised and regulated by the Financial Conduct Authority. Ruby Red Financial Planning Ltd. is entered on the Financial Services Register https://register.fca.org.uk/ under reference 842765
Our three hats…
1. Life Planning
In this stage, we look at your situation as it stands, the path you have taken to get to where you are now and what your ideal future looks like. This gives us our destination to work towards.
2. Financial Planning
Here, we analyse your existing resources, the resources that will become available to your in the future and also, those resources you may NEED to become available to you in the future to reach your goals.
3. Independent Financial Advice
Should your financial plan suggest the requirement of any financial product, we will make a personalised recommendation to you and implement these once agreed.
Where are you on your financial journey?
Financial Foundations
Everybody’s lifestyle is different, it is never too early (or too late) to start planning for your financial future.
Developing Your Future
We now need to start considering tax planning strategies and the use of the various allowances available to you.
Focus On Retirement
This is likely to be one of the largest transitions that you go through, and as such, requires additional attention.
Already Retired
We work with you, in conjunction with your ‘Financial Masterplan’ to generate the income that you require.
Business Owners
We particularly enjoy working with SME business owners. The main reason for this is simple – we are an SME ourselves!
How we can help…
How we can help…
Individuals
At Ruby Red Financial Planning Ltd. we love working with business owners. You are in a unique position where you control almost all of the inputs to your financial future and tailor these to your requirements. It is therefore an area where we believe we can add significant value to both you and your business.
How we can help…
How we can help…
Businesses
At Ruby Red Financial Planning Ltd. we love working with business owners. You are in a unique position where you control almost all of the inputs to your financial future and tailor these to your requirements. It is therefore an area where we believe we can add significant value to both you and your business.
