At RPM Wealth Planning, our number one priority is to offer clients confidence that they are in the best possible financial position for their long-term future.
We are based in Woking, Surrey and we are happy to visit clients based in the Home Counties.
We specialise in the following areas:
- Strategic investment planning
- Extracting profit from director-owned businesses in a tax efficient manner
- Protecting your estate
- Establishing family trusts* for the provision of future generations
- Retirement planning strategies for both pre and post retirement
- Capital preservation in retirement
- Sophisticated investment advice for professionals whose income exceeds six figures
- Offshore trust and investment advice which is suitable for non-UK domiciled individuals
- Inheritance tax mitigation
We want your experience of RPM Wealth Planning to be positive in every sense. Your relationship with us begins, and not ends, at the point in time that you decide to become a client.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.