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.
Services
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.
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.
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.
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.
Reviews (10)
Jacqui Lambert
May 19, 2022
Alan Shelton
Dec 08, 2021
Connor Rafferty
Jan 26, 2021
Had a great experience buying my first home when using Richard and Bamber, after speaking to a number of mortgage advisors they were able to offer exactly what the others weren't and get me what I wanted. I worked with Sharon F who was always extremely helpful and gave me all the advice I needed throughout the process, definite recommend!
Carlo Ruggieri
Oct 20, 2020
Laura Owens
Dec 28, 2018
Chrissy Cook
Oct 26, 2018
Karen Potter
Dec 12, 2017
Johnny Beverton
Jan 15, 2017
I used Richard Bamber's Mortgage broker services on buying my first property. From the very beginning of our conversations, Liz Smith was understanding, helpful and took a pragmatic approach to our situation (one of us had just started a new job). By no means were we an easy client - Liz helped us navigate a really difficult purchase which unfortunately fell through after multiple price changes that Liz worked tirelessly to navigate. Liz did not give up and falter at any point but instead pushed us on and was patient at all times.
We've now just exchanged on a new property and Liz again worked extremely hard to make our mortgage arrangement an easier process, and at the same time got us a competitive deal which we're very happy with. I have already recommended Liz to anyone that I speak to who is looking to buy a property as the service is excellent.
We've now just exchanged on a new property and Liz again worked extremely hard to make our mortgage arrangement an easier process, and at the same time got us a competitive deal which we're very happy with. I have already recommended Liz to anyone that I speak to who is looking to buy a property as the service is excellent.
Jay Morrow
Dec 01, 2016
David Dickinson
Feb 01, 2016
