Russell Ulyatt Financial Services Limited

Independent Financial Adviser 1 The Triangle, Ng2 Business Park, Nottingham, Nottinghamshire, NG2 1AE
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Independent Financial advice for corporate and private clients. Professional, passionate, successful and people-focused, we place our clients' needs first.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • 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
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Aaron Alcock
Independent Financial Adviser
adviser-person
Andy Dyke Dip PFS
Managing Director
adviser-person
David Britton Dip PFS
Independent Financial Adviser
adviser-person
David Mann Dip PFS
Independent Financial Adviser
adviser-person
Gary Smithies ACII APFS ChartFP
Independent Financial Adviser
adviser-person
Helen Lindo Dip PFS
Director
adviser-person
Kevin Jow Dip PFS
Director
adviser-person
Mark Winterton Dip PFS
Independent Financial Adviser
Where to find us

1 The Triangle, Ng2 Business Park, Nottingham, Nottinghamshire, NG2 1AE

Make an enquiry
About us

Our independent financial advice extends over 125 years.

Russell Tomlinson and Frank S Ulyatt merged to form one highly experienced, trusted, and focused company.

Owner-managed and independent, we control our own destiny. In addition, we are 'whole of market' and fee based.

We are committed to building relationships for corporate and private clients.

So, are you ready for Russell Ulyatt?

Our services

Fiercely independent and owner-managed, our roots in Financial Services extend over 130 years. Totally committed to building lasting relationships with corporate and private clients, we place our clients' needs first.

Professional, passionate and people-focused, our success is built on creating mutually beneficial relationships with high calibre professional firms. Our desire to exceed client expectations drives everything. That's why we don't
have a one size fits all approach. Instead, we get to know our clients and agree the best way of working.

As a partner in building wealth and security, we help clients enjoy the life they want to live.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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