Private Client Group

Through its sister company, RPG Consulting Limited, RPG seeks to offer its clients an approach to lifetime Financial Management which brings together the demands on their business and the needs of themselves and their family, finding the best way forward, using the combined knowledge of the experts at Consulting, our tax team and the contact partner in the practice.

All too often, the investment planning industry has attracted a bad press for its emphasis on product sales to inappropriate customers, the agenda being to maximise commission income rather than serving the clients best interests. This bad publicity is often justified and the result has been a distrust of practitioners in the financial services world.

Our policy has been to put a team of people together who are experienced players in the lifetime planning market who are pleased to follow the Royce Peeling Green Limited philosophy of close personal contact and ensuring that the clients’ agenda is followed rather than the advisors.

The driving objective is to harness the clients asset and income base to ensure that an appropriate plan is put in place to encompass his own and his family’s needs for the rest of his life and beyond.

Clients who wish to discuss these issues should speak to their contact director or Phillip Owen at RPG Consulting Limited via either the Manchester or St Asaph offices.


• Lifetime Financial Planning.

• Pension Review.

• Mortgage Raising.

• Inheritance Tax Planning.

• Life Assurance.

• Investment Planning and Savings Review.

• Integrated Tax Planning.

• Underpinning the Business.

• The Investment Report.

 


RPG Consulting Limited is authorised and regulated by the Financial Services Authority

Royce Peeling Green Limited is regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales.

Royce Peeling Green Limited is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England & Wales. We can provide investment services if they are an incidental part of the professional services we have been engaged to provide.

Manufacturing
High Tech/Life Sciences
Solicitors/Professional Practices
Retailers
Property and Construction