Financial Planning & Wealth Management
“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort." —Franklin D. Roosevelt, former US President
RWB Wealth Management specialises in providing Financial Planning and Estate Management services to business owners and high-net-worth individuals.
- We pride ourselves on building long-term relationships with our clients.
- RWB Wealth Management Ltd is a joint venture between RWB Chartered Accountants and Boolers Pensions and Investments.
- Our Wealth Managers have decades of experience with extensive technical tax and investment knowledge.
- We are fully regulated, and we abide by strict ethical and professional standards.
- We are a whole of market operator and so any recommendations made are in line with achieving your objectives.
Our Financial Planners work closely with you to understand your financial situation; we take time to understand your personal objectives and, ultimately, what matters to you most. We then support you to build a wealth strategy which is tailored to your specific needs.
Estate Planning allows you to have full control over what happens to your assets. By planning ahead, you can provide for your family, minimise tax liabilities, and avoid any potential disputes.
Our dedicated team of Wealth Managers and Tax Advisors have decades of experience helping clients with Wills, Trusts, Pensions, Asset Distribution, Inheritance Tax Planning, and Business Exit Planning.
We offer a comprehensive Estate Planning service throughout Nottinghamshire, Leicestershire, and the UK and we pride ourselves on building long-term relationships with our clients.
Our Financial Planners and Tax Advisors can:
- Help you identify your goals and develop a plan to achieve them
- Show you how to withdraw money from your business tax-efficiently
- Demonstrate the advantages of owning your business premises in a pension
- Help you plan for the sale of your business
- Explain how to use pensions to help your business and plan for retirement
- Manage your investments so that they are aligned to your goals and attitude to risk
- Ensure that should the worst happen, and you die or become ill, that your family, and other people who depend on you, are financially secure.
Why choose us?
We have decades of experience – Richard Borrington has been helping hundreds of clients with financial planning and investment advice throughout Nottinghamshire, Leicestershire, and Derbyshire for over twenty-six years.
Nick Bonnello has over 28 years of experience as a Chartered Accountant and specialises in business lifecycle planning. He has helped numerous businesses across Nottinghamshire, Leicestershire and Derbyshire, as well as throughout the UK.
We are fully regulated – As Chartered Accountants, we are governed by ICAEW (Institute of Chartered Accountants for England and Wales). Our Certified Advisors undergo extensive training, and we abide by the strictest ethical code.
All of our Financial Planners possess an FCA-accredited Diploma in Financial Planning, and so are qualified to provide regulated financial advice.
We stay informed – It’s our job to stay informed about the ever-changing tax legislation and fluctuating global markets to ensure that your investment or pension remains the most beneficial option for you.
“Thank you for your excellent advice many years ago. The policy you advised paid out over £38,000— far more than was forecast some years ago. It has been a tremendous investment.” Paul
“As a widow, I was horrified to receive a large tax bill. RWB quickly got to grips with the situation, and it was agreed that I had nothing to pay. Indeed, I have now just received notification of a significant repayment of tax.” Mrs. Kennedy
RWB Wealth Management Ltd is a joint venture between RWB CA Limited & David Booler & Co.
David Booler & Co is one of the UK’s largest leading independent firms of Chartered Financial Planners.
RWB Wealth Management Ltd is an appointed representative of David Booler & Co, which is authorised and regulated by the Financial Conduct Authority.
Are you ready to speak to one of our financial planners?
Richard Borrington has vast experience helping people with their financial plans and is happy to offer a free of charge chat, even if you would just like a second opinion.
