RAE Financial Services

Independent Financial Adviser  59 Northumberland Way, Northwich, Cheshire, CW9 5JF
First meeting at adviser's own cost
I provide holistic financial advice and recommendation that are consistent with your goals and aspirations. I have a wealth of experience gained whilst working in the financial services industry for the last 20 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Ramzy Abu-Eda
IFA & Mortgage Broker

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner ISO 22222- Personal Financial Planning
Ramzy Abu-Eda
Principal
What our clients say
MR & MRS S SHARMAN ___________________________________________________________________________ SS/RA-REF 21st May 2019 To whom it may concern Mr Ramzy Abu-Eda It gives me great pleasure to be a referee for Mr Ramzy Abu-Eda, I have known Mr Abu-Eda for over 10 years. I have always found him to be a genuine, caring, trustworthy and a very honest person, who is excellent at his chosen profession. His communication skills are very good, he has a great personality and is very knowledgeable regarding financial matters. He has always given me excellent financial advice, when I have needed it. I am most certain that Mr Abu-Eda would be an asset to any organisation or company he may wish to join. I wish him all the very best with whatever venture he decides to move forward with and if I can be of any further assistance please don’t hesitate to contact me at the above address. Yours sincerely Mr S Sharman Former Chief Executive (Retired)
Mr S Sharman, Northwich
I am pleased to be asked to give a testimonial for Ramzy. I first met Ramzy when he was working for Britannia Building Society as one of their Financial Advisors in excess of 10 years ago. The investments he advised us to invest in at the start I still hold to this day!! I continued to work with Ramzy after he was made redundant with the Britannia and moved to work for Charles Derby where we made further investments before his final move to work independently for himself. In his time at Charles Derby he gave me some excellent advice on how to handle dealing with the lump sum payment I received at the commencement of my retirement, ensuring that I balanced my savings portfolio, to ensure both long and short term investments were adequately covered. I have always found Ramzy very easy to talk with on financial matters, he gives you a feeling that he really wants to understand his clients and is always keen to ensure he keeps you at ease and you never feel pressurised.
Graham Fildes, Urmston
About us

R.A.E Financial Services is a trading name of Ramzy Abu-Eda, which is an appointed representative of TenetConnect Ltd.

I deliver holistic financial recommendations mainly in pension, saving & investment, and estate planning that are consistent with your goals and aspirations.

You can rest assured in the knowledge that professional advice is on hand.

Our services

Communicate in a simple language that you can relate to.

Where to find us
Head office address: 59 Northumberland Way, Sharston, Manchester, M22 4UG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

The value of investments and income from them can go down. You may not get back the original amount invested.

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates, and tax legislation.

Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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