Rumwell Financial Services

At Rumwell Financial Services, we have a wide range of experience that allows us to plan carefully, anticipating your needs throughout your life. Our team of experienced financial advisors have a deep understanding of the financial services industry, and we are committed to building long-term relationships with our clients. We offer a wide range of financial services to both private individuals and companies, tailored to meet your specific needs and goals.

Our Services

We offer a comprehensive range of financial services, including savings and investments, life cover and critical illness, pensions and annuities, corporate life insurance and critical illness cover, succession planning, partnership or director's share protection, profit extraction, staff benefit packages, workplace pensions, income protection, and inheritance tax planning. Our experienced financial advisors will work with you to identify your financial goals and develop a tailored plan to help you achieve them.

Our Approach

At Rumwell Financial Services, we believe in taking a holistic approach to financial planning. We will work with you to ensure that there is sufficient cover to protect your family and your earnings, help you to build your family wealth by savings, investments and pension planning, maximise your earnings in retirement, and minimise your exposure to inheritance tax. We are committed to being here for the long haul as trusted advisors who you can confidently turn to for sound, honest financial advice.

Why Choose Us

At Rumwell Financial Services, we pride ourselves on our commitment to excellence and our passion for delivering exceptional service to our clients. Our experienced financial advisors are dedicated to providing you with expert advice and guidance, tailored to your specific needs and goals. We take the time to understand your financial situation and develop a tailored plan that is designed to help you achieve your financial objectives.