As an independent financial services group, we understand that times change; working until the age of 70; increased life expectancy; care in old age; inheritance planning; tax efficiency; paying off the mortgage; pensions, insurance. Richard Bamber & Company recognise these challenges and works to give you more time for the things you can really enjoy.

Our advisers talk to you to identify your goals and then develop solutions to help you achieve them. Our Financial Planning Team can provide a comprehensive multi-faceted strategy to create a single point of service under one roof for your different financial needs.

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Financial Planning

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Our bespoke and expert financial planning service will help you manage your wealth strategically. In line with your objectives, we can support you to increase, preserve and pass on your wealth providing you with peace of mind. Our qualified financial planning experts will work with you to carefully consider your objectives, applying their expertise to your individual situation and requirements.

Pensions

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At some point in the future, most of us want to slow down and stop working, but still be able to maintain a relatively good standard of living while crucially not having to cut spending too drastically. During our working lives, we have earned income from employment or self-employment to save and pay for food, housing, children's education and long holidays etc.

Investments

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Everyone's monetary assets are composed in different ways, everyone's lifestyle and aspirations are different. The methods of investment available are numerous and can be subject to complex regulation and taxation. Investment Planning and Asset Management are one of the most important areas to get right with your planning, we think it's best dealt with in a methodical and thorough way.

Protection

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The amount and types of protection products available on the UK market can be daunting to say the least. You may just require a simple Mortgage Protection Plan to repay your mortgage on death, or you may require your income protected in case you were unable to work through sickness or accident. Even though protection products can appear simple on the surface, setting up a plan correctly is extremely important.

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