We have chosen to offer a whole of market restricted advice model. This is because we consider that more complex, higher risk and unregulated investments are unlikely to be suitable for the typical client we deal with. As a result we specialise in mainstream investment products provided by well-established UK life offices and investment managers.
Fundamentally, we believe that financial planning firms operate in a people industry and that a personal touch is highly valued by our clients. Ultimately, the fundamental aim of RA Elmes Financial Planning is to build trusting, long-term relationship with clients and thereby help them save for the future and their retirement, to buy homes to live in and to protect their families.
Fundamentally, we believe that financial planning firms operate in a people industry and that a personal touch is highly valued by our clients. Ultimately, the fundamental aim of RA Elmes Financial Planning is to build trusting, long-term relationship with clients and thereby help them save for the future and their retirement, to buy homes to live in and to protect their families.
Served areas
- Midlands, London, Essex, Hertfordshire & Cambridgeshire
Reviews (3)
Harvey & Rebecca, Metropolitan Police
Ed Sherley-Price, Business Continuity Assurance Manager
Elaine Stevenson, Business Support Manager