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.

Financial Foundations

Everybody’s lifestyle is different, it is never too early (or too late) to start planning for your financial future.

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Developing Your Future

We now need to start considering tax planning strategies and the use of the various allowances available to you.

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Focus On Retirement

This is likely to be one of the largest transitions that you go through, and as such, requires additional attention.

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Already Retired

We work with you, in conjunction with your ‘Financial Masterplan’ to generate the income that you require.

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Business Owners

We particularly enjoy working with SME business owners. The main reason for this is simple – we are an SME ourselves!

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Our Process

You are our client, not your money and because of this, we feel we really need to get to know about you before we have the right to talk about your money. Once we understand your dreams, we work on the framework of your financial plan and go through this with you, adjusting where necessary to make sure we clear in our aims and objectives.

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