Ribble Wealth Management Limited was established in 2015, and whilst a relatively young company, the Directors (Steve Crowe and Dave Rae) each have relevant financial services qualifications (maintaining their knowledge by Continuing Professional Development (“CPD”)) and over twenty-five years’ experience, whilst also holding Statements of Professional Standing which confirm that they adhere to a strict Code of Ethical Standards. They offer and provide practical financial planning advice to individuals, families and businesses, mainly in the North West of England but with clients throughout the UK as a result of relocations and recommendations.
Advice is available across the whole financial planning spectrum, including (but not limited to) investments, pensions, equity release, life insurance, income protection, inter-generational wealth planning, tax planning and estate planning.
Ribble Wealth Management Limited’s mantra – Professionalism, Integrity and Trust – is core to our approach to clients and their financial wellbeing. We believe that clients’ interests are paramount and are committed to the development of long-term personal relationships with our clients. In order to deliver our service, we take the time necessary to fully understand their individual needs before recommending and implementing financial plans tailored to their circumstances.
We at Ribble Wealth Management Limited take pride in the professional but friendly and approachable nature of our advisers and staff.