RPM Wealth Planning Limited established in 2015, when it's Director Ben Lopez accepted an invitation to join St. James's Place Wealth Management. Prior to this, Ben was operating as a financial adviser and mortgage broker for over 10 years.
At RPM Wealth Planning there are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.
Our strategic financial planning isn't just about keeping your finances protected. We make a point of understanding your ambitions and lifestyles, and building strategies that make them possible.
We have access to global investment funds which have been carefully researched and selected, and whose fund managers are closely and regularly monitored by The St. James's Place Investment Committee.
Providing the most skilled and up-to-date financial planning is paramount to RPM Wealth Planning and the service we provide to our clients. As such we continue to invest in on-going professional qualifications.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
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.