01932 213203


Financial Planning for Changing Times

Are you concerned about low interest rates on your savings? Unsure how the ever-changing pensions rules will affect you? Worried about the financial future for new generations of the family? Wondering where you can find expert advice to help with these and other issues as the changing economic situation affects your finances?

Welcome to RWM Financial Planning. Our research has uncovered a huge void in the market for professional financial advice. The high street banks have decided to cease offering this service to most of their customers. So, many people now feel there is nowhere to discuss their financial affairs. We are here for them, and for you.

As experienced advisers each with our own growing families, we understand the immediate and forward-looking concerns that you may have about financial security, investment strategy, retirement income and passing as much as possible on to children and grandchildren. We can devise flexible and resilient plans to help you:

  • Get the most from your hard-earned savings
  • Protect living standards if a setback occurs
  • Stay on track towards a relaxed retirement
  • Structure your retirement income tax-efficiently
  • Plan your estate as effectively as possible

For more information, contact us using the details at the top of this page, make an enquiry or view our Newsletters

The value of the investment can go down as well as up and you may not get back as much as you put in.
Tax planning is not regulated by the Financial Conduct Authority

Contact us

RWM Financial Planning

Hersham Place Technology Park
Molesey Road
Walton on Thames
Surrey KT12 4RZ

Tel: 01932 213203

Email: Admin Dept


Mark Brindley

email Mark

01932 213203

Robbie Moore

email Robbie

01932 213202


How to find us

  © 2014 RWM Financial Planning

Registered in England, No. 09208455. Registered office: Hersham Place Technology Park, Molesey Road, Walton on Thames, Surrey KT12 4RZ.

RWM Financial Planning Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.