Trust is a cornerstone of all we do in financial services. Where trust doesn’t exist, achieving positive client outcomes becomes challenging. As chair of the board of directors, I am committed to upholding the highest standard of integrity and independence, ensuring that our services consistently deliver value to our clients. My focus will be on
We are based in the Northwest of England with our advisers covering the whole of the UK. We are built in a different way because we recognise change and not your typical advice business. The existing advice landscape has seen many advice businesses put corporate governance above the needs of their clients. it has become lethargic and over complicated with non-functional financial jargons that mean less to most of our clients
We are a small team of expert with deep financial know how. We keen to support you and boast an abundance of energy in our pursuit of excellence in delivering value for you and your loved ones. We have over 35 years’ experience in financial service industry working with some of the largest technology providers, investment analyst, researchers, product providers, fund managers and investment houses. This combined with our experience enable us deliver on your objectives
What sets us apart is simple. We A.C.T
We are a small team of expert with financial know how. We keen to support you and boast an abundance of energy in our pursuit of excellent value for you and your loved ones. We have over 35 years’ experience in financial service industry working with some of the largest technology providers, investment analyst, researchers, product providers, fund managers and investment houses. This combined with our experience enable us deliver on your objectives. Contact us.
“Without counsel plans fail, but with many advisers they succeed proverbs 15:22”
Sound finances begin with the ability to budget. With over 15 years of experience in debt management, insolvency management, counselling and planning. I have been helping my clients meet their lifetime financial objectives. With a huge amount of experience working with many different types of clients ranging from individuals to families and small businesses. I understand the many challenges faced by our clients and spend a great deal of my time problem solving. Developing our business operation and managing relationships are key aspect of my role.
With more than 20 years’ experience working in the financial services industry and supporting financial planners in all areas. I have seen the good, bad and the not so great. An aging industry with tired processes, poor traditional planning methods that have become less innovative and filled with technical jargons. Our aim is to breathe life into your plans and create a clear visual picture for your finances. We aim for financial freedom for all our clients and that begins with keeping it simple by beginning the journey with sound financial awareness.
Our recommended advisers at Rehoboth Group offer a broad spectrum of financial planning expertise. This means we can support you towards your business, personal and financial goals at every stage of your journey ‒ whether you’re saving a deposit towards your first home, growing a profitable business or thinking about a well-deserved retirement. This is why we start every relationship by getting to know you, so we work to deliver on your personal needs and objectives.
All our consultants and financial planner go through a due diligence process. The key value set you will find in our people and central to our culture (HAPPPIE) are
On completion of our online form. A member of staff will get in touch to collect some additional information and arrange a meeting with one of our consultants.
Nature of query, requirements and discussion of what the advice process entails
Data gathering phase, objective setting and review of your current position
Solution and presentation of how your needs and objectives would be met
Implementation of the recommendation
Ongoing suitability of advice, refining and retuning recommendations as your personal circumstance's changes