R W Wealth Management Limited

Independent Financial Adviser Cowley Road, Cambridgeshire, CB4 1UN
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
An experienced Independent Adviser near Cambridge, providing independent financial advice to people with retirement, investment, inheritance tax & protection needs.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Ross Walford
Where to find us

Cowley Road, Cambridgeshire, CB4 1UN

Make an enquiry
About us

R W Wealth Management Limited is an appointed representative of Vision Independent Financial Planning, and award winning firm of financial advisers.

Advising personal clients on investment, retirement, inheritance tax and protection planning.

Investment Planning - growing and protecting wealth, including OEIC's, ISA's, Discretionary Wealth Management, Offshore and Onshore Bonds.

Tax efficient vehicles - Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), ISA and pensions.

Retirement Planning - Building up retirement funds, taking retirement benefits via annuity or drawdown. Consolidation of existing arrangements.

Inheritance Tax Planning - Use of trusts, management of existing trusts, working closely with your solicitor and/or accountant.

Protection Planning - Mortgage and family protection, protecting lifestyle and liabilities.

*Mortgages - Property purchase, remortgage and equity release
*Business Finance
*FX dealing

*via 3rd party brokers - existing clients only

Our services

As an Independent Financial Adviser I providing my clients with a bespoke financial planning service from the Whole of Market.

I am passionate about building strong long-term relationships, understanding my client’s individual needs and I’m committed to helping them achieve their financial strategies and objectives. I believe it is important to conduct regular ongoing face to face reviews and most importantly, to make sure things are explained in simple terms.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

R W Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).

Firm reference number 487395. This can be verified by visiting The Financial Services Register.

The value of investments can go down as well as up.

The use of 3rd party brokers does not constitute advice. It is a referral only. Introductory payments may be received for a referral.

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