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Investments

We invest money for a variety of reasons - To supplement our income now or in retirement, to leave something for the next generation, for a rainy day or simply to make our money work harder.

I will establish your investment objectives, timescales and we then agree your appetite for investment risk, and tolerance for loss, I can then construct a solid, tax efficient investment proposition to meet your requirements.

We have a number of options avilable for constructing your portfolio, and this will depend on your view of costs, the level of management required, and your objectives.

We use the whole of the market to source funds, and only use industry highly rated funds, and modern portfolio theory assists in establishing  asset allocation, which gives a better chance of realising your goals.

We then agree review intervals and the level of ongoing service required.

RB Financial is a trading name of Bob Barnett Limited which is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 498568

The Financial Services Authority does not regulate National Savings.

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RB Financial, Independent Financial Adviser, Life assurance, Pensions, Mortgages, Corporate, Tax planning, director benefits, employee benefits, benefit trusts, death-in-service benefits, long-term disability insurance, private medical insurance, Keyman insurance, shareholder insurance.