VIRTUAL AND IN-PERSON CONSULTATIONS AVAILABLE
TAILORED FINANCIAL WELL-BEING STRATEGIES
20 YEARS OF INDUSTRY EXPERIENCE
YOUR TRUSTED FINANCIAL PARTNER IN MANCHESTER
We're proud to be trading under the name of RAE Financial Advisory Services Limited and registered with the Financial Conduct Authority FCA (ref 1003156), and we are an Appointed Representative of Fintuity Ltd, which is also authorised and regulated by the Financial Conduct Authority FCA (ref 814106).
This strategic alliance grants us access to a vast array of resources and compliance, a supportive community of financial professionals, enabling us to deliver top-tier advisory services that exceed the expectations of our valued clients. This is also to provide you with peace of mind that you are dealing with FCA-regulated professionals who place your interests first.
RAE Financial Advisory Services Limited is registered in England and Wales
(No. 15119197)
Director: Ramzy Abu-Eda.
Ramzy Abu-Eda – Search Individuals – FCA Register
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
WELCOME TO RAE FINANCIAL SERVICES LTD
YOUR TRUSTED CHARTERED FINANCIAL PARTNERS AT RAE FINANCIAL ADVISORY SERVICES LTD
At RAE Financial Advisory Services Ltd, we pride ourselves on being your trusted partners, offering a wealth of experience and expertise to guide you through your financial journey. With a combined wealth of knowledge gained from years of dedicated service in the financial services industry, our team is committed to delivering personalised, holistic and impartial financial recommendations that align with your unique goals and aspirations. You can also know more about our tax planning services to see how we support your long-term financial stability and future goals.
OUR MISSION.
We embarked on our journey with a distinct approach. Instead of adhering to a demanding, all-or-nothing career path, we prioritised balance and well-being.
OUR LEGACY OF EXCELLENCE IN UK FINANCIAL SERVICES
Rooted in a rich history of excellence, RAE Financial Advisory Services Ltd has been instrumental in helping individuals and businesses in the UK thrive.
Over the years, we have proudly supported countless clients, solidifying our reputation as a trusted partner in financial planning and wealth management in Manchester and the North West. Our legacy is built on a foundation of integrity, trust, and a relentless dedication to our clients' success.
We can give truly credible, independent, unbiased, and holistic financial advice that aligns with the Financial Conduct Authority rules and regulations and is based on your goals and aspirations.
EXPLORE OUR EXPERTISE
SERVICE FOR YOUR DEVELOPMENT
We provide the most reliable services, ensuring your outstanding growth
PERSONAL AND BUSINESS PROTECTION
At RAE Financial Advisory Services Ltd, we offer customised solutions to safeguard you, your family, and your business against unforeseen risks, ensuring financial security and peace of mind.
WEALTH MANAGEMENT
Our expert advice helps you grow and manage your wealth effectively, providing strategies for long-term savings, investments, and financial growth that align with your goals.
RETIREMENT PLANNING
We guide you in planning for a comfortable retirement, balancing income, lifestyle goals, and tax efficiency to ensure a financially secure future.
INHERITANCE TAX AND ESTATE PLANNING
Receive clear guidance on minimising inheritance tax liabilities and protecting your estate for future generations, tailored to your personal circumstances.
OVER 20 YEARS IN THE FINANCIAL INDUSTRY
CHARTERED FINANCIAL ADVISORS IN MANCHESTER AND THE NORTH WEST
Hello, Ramzy Abu-Eda, the driving force behind RAE Financial Advisory Services Ltd. With an unwavering passion for empowering individuals and businesses to realise their financial dreams, he founded RAE Financial Advisory Services Ltd to offer personalised guidance and unwavering support tailored to your unique needs and aspirations.
Ramzy Abu-Eda
Founder
01. We are able to give truly independent advice
We've designed a culture that allows our stewards to assimilate with our clients and bring the full extent of who we are to your finances.
02. Financial advice based on your goals
Rest assured that your interest comes first in providing you with credible financial advice that is tailor-made to your goals and objectives.
03. We're here to help during market volatility
It is important to understand that market conditions do change over time, and this can adversely affect your investment outcome. However, through our continuous financial advice guidance, we will help you navigate the right investment strategy to achieve a better outcome.
WE LISTEN
We listen to your goals
and aspiration before we gather your financial date
ANALYSIS & RESEARCH
We analyse and evaluate your data after your 1st meeting.
We take our time in finding the best tailor made solution that is inline with your goals and expectations tax efficiently.
PRESENTATION
After gathering all necessary information from the preliminary meeting, we meticulously analyse and evaluate the data to formulate a comprehensive and objective blueprint and offer credible recommendations that are in line with the Financial Conduct Authority rules and regulations.
This recommendation takes into account your short and long-term goals, ensuring that they align perfectly with your unique financial circumstances.
Please note that any initial costs will be provided before any recommendation is made openly and transparently.
IMPLEMENTATION
We implement and administrate the recommendation.
TESTIMONIALS
WHAT OUR CLIENTS SAY?
WHY CHOOSE US?
VIRTUAL AND IN-PERSON CONSULTATIONS AVAILABLE
Book convenient advisory appointments either in person or through video conference methods.
TAILORED FINANCIAL WELL-BEING STRATEGIES
Individual plans created to achieve lasting financial health and future confidence.
20 YEARS OF INDUSTRY EXPERIENCE
Deep understanding gained from two decades operating within the financial services environment.
PROVIDERS
From helping an early-stage start-up's growth strategies to supporting existing businesses, we have done it all! The results speak for themselves.
