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. |
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