20 YEARS OF FINANCIAL EXPERTISE
TRANSPARENT FEE DISCLOSURE UPFRONT
COMPREHENSIVE RISK AND GOAL ASSESSMENT
YOUR TRUSTED FINANCIAL PARTNER IN MANCHESTER
RAE Financial Advisory Services Ltd is dedicated to guiding you through the complexities of financial planning with clarity and care. Our firm specialises in creating bespoke strategies that align with your unique goals, whether securing your future with effective retirement planning services, managing capital growth, or protecting your family's financial well-being. We offer a comprehensive suite of services, including personal protection, business protection, savings and investing, wealth management, mortgage advice, and specialised guidance on tax matters. Our approach ensures your financial aspirations are addressed holistically, considering all potential scenarios from preserving wealth to efficient capital utilisation. We strive to help you make informed decisions that build and secure your financial position, transforming objectives into reality.
WHAT TO EXPECT FROM YOUR FIRST CONSULTATION
To ensure our time together is meaningful and productive, we ask you to prepare thoroughly for your Initial Consultation. Your preparation is crucial for us to deliver tailor-made recommendations that accurately address your needs and objectives—it allows us to help you, help us. We encourage you to clarify your financial goals, organise all relevant financial documentation, and identify any specific questions or concerns you may have. For those with partners or family members involved in financial decisions, their input is beneficial. During the meeting, we will conduct an in-depth exploration of your financial goals and a comprehensive review of your current situation, concluding with a transparent fee disclosure and a clear discussion of the next steps. This preparation ensures we start with a strong foundation, which leads to effective inheritance tax planning and targeted advice.
WHY CHOOSE RAE FINANCIAL ADVISORY SERVICES LTD?
Our role as your chartered financial advisor extends far beyond selecting a product. It encompasses a disciplined methodology designed to build and preserve your capital while ensuring absolute compliance with Financial Conduct Authority regulations.
Our roles as your chartered financial advisor are as follows:
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To build and preserve your wealth from inheritance tax liability.
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Avoid overpaying tax and charges more than necessary (avoid tax-making mistakes).
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Making good use of the new tax breaks and tax allowances enables you to earn more money or retire early.
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Do all the shopping around so you do not have to.
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Selecting the right investment strategy/vehicle that has the right asset allocation/diversification and dilution to ensure that your investment is on track.
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Ensuring that this investment vehicle gets you to your destination.
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Making the right decisions. Without good financial advice, you are putting yourself at risk of selecting the wrong product/investment, which will have an adverse effect on addressing your needs and objectives.
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Consolidating all of your funds/investments in line with your risk comfort zone under one umbrella.
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Segment your money into three pots with the right amount (cupboard, fridge and freezer).
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Making your objectives a reality.
Without credible guidance, you risk selecting unsuitable solutions, which can adversely affect your objectives. RAE Financial Advisory Services Ltd is committed to being your trusted partner, securing your financial well-being and success.
TESTIMONIALS
