Trust is at the core of our proposition

Central to everything we do here at Ruby Red Financial Planning Ltd. is you, the client. Not your money, or assets under management – you. We will always strive to provide the best experience possible for your financial planning and wealth management requirements.

In our profession, we understand that trust is at the core of our proposition. We will always tell you the truth – no matter if it is good news or bad – so that you completely understand your position and how we are going to get you to your desired situation. Moreover, we expect this in return from our clients. If there is ever anything that you are unsure about or unhappy about, we want to be the first to know.

When you decide to work with Ruby Red Financial Planning Ltd. , you get the whole team, not just an individual. We only work with a limited number of households to ensure that we know all of our clients and their circumstances fully. Yes, you will have a named Chartered Financial Planner, the whole team will be working towards a successful Financial Masterplan.

We promise to work with you and provide:

  • Organisation

  • Accountability

  • Offer objectivity

  • Be proactive

  • Provide Education and understanding

  • Work in partnership with you to achieve that successful Financial Masterplan