About us

R & M Consultancy Ltd was formed and appointed to the St. James's Place Partnership in January 2002.

Our aims:

  • provide reliable, expert advice to individuals and businesses,
  • establish a long term relationship with our clients,
  • access the needs of our clients and provide solutions to meet those needs,
  • provide an efficient, personalised service to our clients,
  • provide holistic financial advice to meet all the financial requirements of individuals covering protection, savings planning, investment planning, portfolio planning, mortgages, wealth management, inheritance tax planning, retirement and estate planning,
  • provide comprehensive pension planning and employee benefit solutions to our corporate clients,
  • keep our clients up-to-date on market developments via the links and bulletins available through our website.

We believe that our success in achieving these aims is reflected by the fact that most of our new clients come to us as a result of personal recommendation by existing clients.

The range of products and services offered by us through St. James's Place Partnership is complemented and enhanced by those available from other carefully selected providers to enable us to meet all your financial planning requirements.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

R & M Consultancy Ltd is registered in Northern Ireland, Number NI43184. Registered Office: 14 Cromac Place, Belfast, BT7 2JB. VAT No. Not Registered for VAT.