RM Financial Advice:
almost 25 years of helping our clients with their financial planning, we have
decided that now is the right time to retire and RM Financial Advice will be
bought by Financial Life Planning Limited, who are based in Cardiff, with
effect from 1st April 2019. You may well have had advice from us
over the years regarding how life in retirement needs to be led to the full;
well, we are now taking our own advice! It is difficult to express our deep
gratitude for your loyalty and for your business over the years. It has been a
pleasure working with you. Thank you.
We gave a lot of thought over the past year or so as to how best to transition our business and have therefore chosen our successor very carefully to ensure that you receive the same professional, quality and ethical advice that you will have received from us. We have known Kate Shaw of Financial Life Planning Limited for over 15 years and, in addition to her being a very safe pair of hands, we also have total faith and confidence in her, not only as an excellent adviser, but moreover as a caring individual that will look after your needs with the same level of diligence that we have provided to you.
our last effective day of business will be 31st March 2019. Until
that date, we will continue to look after you as normal. After this date, we
will no longer be Appointed Representatives of The On-Line Partnership Limited nor
will we be authorized to give any financial advice. Any ongoing new business cases which are
still in processing will be handed to Financial Life Planning Limited for
accordance with the new General Data Protection Regulation (‘GDPR’), we need to
advise you that all of our client data will need to be transferred securely
over to Financial Life Planning Limited with effect from 1st April
2019. Financial Life Planning Limited are also Appointed Representatives of The
On-Line Partnership Limited and your data will remain within our FCA regulated
adviser network, This transfer of data is essential so that we can ensure
continuity of service, and manage any on-going business. If you have any
concerns or objection to this then please let us know immediately.
Shaw will be writing to you with full details of her company and her proposal to
act as your financial advisor.
contact us with any questions or comments. Thank you again for your business.
Yours sincerely,Marie Fanning