Rowanmoor

Our Vision

Rowanmoor Group Limited was founded with the vision of empowering individuals and institutions to navigate their financial journeys with confidence. We believe in providing accessible, transparent, and personalized financial solutions that meet the unique needs of each client.

Our Services

We understand that navigating the financial landscape can be complex and stressful. That's why we offer a comprehensive range of services covering various aspects of financial planning and management. These include:

Pensions & Investments

• Guidance on maximizing your pension contributions and planning for your retirement.
• Assistance with investment portfolios and wealth management.
• Expertise in Defined Benefit and Defined Contribution plans.

Tax Planning & Compliance

• Tax efficient structuring of your financial assets.
• Assistance with tax compliance obligations.
• Guidance on claiming relevant tax reliefs and incentives.

Inheritance & Estate Planning

• Creating robust estate plans to safeguard your wealth.
• Guidance on inheritance tax planning and mitigation strategies.
• Support with will writing and power of attorney arrangements.

Employee Benefits Consulting

• Comprehensive review of your employee benefit plans.
• Strategies for optimizing your company's retirement plans and healthcare programs.
• Support with compliance with relevant regulations and legislation.

Our Approach

Our client-centered approach involves:

• Understanding your needs: We take the time to understand your unique financial goals and circumstances.
• Tailoring our solutions: We design customized plans that align with your individual needs and aspirations.
• Communicating clearly: We provide clear and concise explanations every step of the way.
• Building lasting relationships: We value ongoing communication and maintain regular contact to ensure your plan remains relevant.

Our Expertise

Our team of experienced professionals holds relevant qualifications and extensive knowledge in various financial disciplines. We are committed to providing our clients with:

• Expertise across all aspects of financial planning.
• Access to the latest industry insights and trends.
• Personalized and tailored solutions.