We are a close-knit team of professional advisers focused on building long-term and valuable relationships with our clients.

A heritage of success and service stretching back over 20 years

In January 2002, two financial advisers came together to set up RM Chartered Financial Partners, when the business was also appointed to the St. James's Place Partnership. 

Our vision at the start of the business has remained consistent to this day. We provide an exemplary, focused service to individual and corporate clients, drawing on the expertise across the business to provide truly bespoke and valuable solutions to each of our clients. 

Thanks to our personal focus, we have developed longstanding and rewarding relationships with a number of clients and continue to work with people who chose us from the start. We’re proud to say that most of our business comes from personalised recommendation, as our clients are happy to recommend our services to colleagues and friends. 

Helping individuals and families

Come to us for advice and support and we will sit down with you to understand what you want from your finances and for the future, then provide expert advice to help you achieve your goals. 

We offer you a fully rounded portfolio of support, covering everything from savings and investment planning to protection, and from mortgages to retirement and inheritance tax planning. 

Working alongside corporate clients

We also work with businesses and corporate clients to help them realise their true value and potential, providing a range of services including business planning, succession planning and preparing a business for sale. 

As experts in retirement planning, we can also provide our business clients with pension planning and employee benefit solutions. 

Ongoing support through life’s journey

To arrive at your objective, you need to be sure that you are still continuing along the right path. We constantly monitor your situation and market performance and will suggest amendments as and when they are needed. 

We will have a face-to-face meeting with you at least once a year to discuss your circumstances and objectives and let you know of any developments in the market. 

Explore how we can help

Perhaps you’re looking to grow, protect or preserve your wealth. Or you could be seeking advice on personal or business tax planning. Whatever your needs, we put you at the heart of our advice to give you a tailored plan of action. 

Your home may be repossessed if you do not keep up repayments on your mortgage.