WELCOME TO RHB WEALTH

Independent Financial Planning

We are independent financial planners who are growing, protecting and preserving the wealth of individuals and business owners.

About me

RHB Wealth offers a full independent financial planning service and looks after Personal and Corporate clients across the North West of England and beyond.

We work alongside, Corbel Partners, a respected network of Chartered Financial Planners, who provide us with Compliance and Regulatory Support.

Who we work with?

As a client, you can expect quality advice that spans a wide range of different life stages. By taking the time to get to know you, your goals, and any concerns you may have, we’ll then work together and provide you with the advice you require.

We work with individuals who are still working, time-poor business owners, and people at different retirement stages to get to where they want to be.

Still working

There’s no time quite like the present to start making
smart decisions about your financial future.

Planning for retirement

By starting early, you’ll stay in control of your financial future
and know where life is taking you.

Retiring now

Feel confident about your future as you make the big decision to step away from the working world.

Already retired

It’s easy to lose track of where you want to be, but we’re here to put you back on the right path.

Business owners

We’ll shoulder the burden, so you have more time to focus on your business and employees.

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Business Planning

Feel in control of your business’ finances once and for all as we help you to meet your goals.

Business protection

Guarantee the financial stability of your business and successfully navigate risks when they arise.

Defined benefit schemes

Let’s work together to alleviate any confusion and talk you through the steps to implementing a scheme.

Employee benefit schemes

Ensure your benefits packages are competitive and provide value to your business while satisfying employees.

Shareholder and partnership protection

Safeguarding your business has never been more important, but do you have the right protection in place?

Workplace pensions

If you’re looking for expert advice on the best schemes and funds for your employees, we can help.

Client Testimonials

Raoul instantly put us at ease with his friendly, approachable nature. He was highly knowledgeable and professional about all aspects of the pension, and helped us to understand our options in layman’s terms.

He was prepared to spend as much time as we needed to understand and beneﬁt from his advice. Having now met with Raoul twice — the actions we agreed upon in terms of investment have been swiftly actioned and we have every conﬁdence in the advice bestowed.

We would like to take this opportunity to thank Raoul for his assistance and professionalism, and look forward to reaping the rewards over the coming years.

A few weeks ago I asked Raoul Hamilton Burke of RHB Wealth to sort out some critical illness cover for
myself and Jennifer.

Raoul came to our ofﬁce at a time that was convenient to us and went through our options clearly and concisely It was apparent Raoul had a wide knowledge of the market and explained everything in plain,
no jargon English.

Raoul then went away and compiled everything we needed to complete our policy quickly and with the minimum of fuss, a couple of signatures later we had our cover in place.

I would have no hesitation in recommending Raoul for all your policy and pension needs. Thanks Raoul.

Individual Planning

Here to support you with quality financial advice you can trust. Our help encompasses a wide range of areas.

Care fee planning

Don’t sit and worry about how you’re going to fund potential later-life care. We’ll get your plans in order.

Equity release

Take the first steps to unlock the value of your property and turn it into a lump sum.

Financial protection

You can take control of your future by having the right protection and insurance for your family.

Retirement planning

It’s never too early or too late to start thinking ahead about life after work, and it all starts with a plan.

Savings and investments

With the right financial advice, you can make your money work harder and achieve your goals.

School fee planning

Experience the comfort of knowing that your child’s education is being well looked after.

Tax planning and mitigation

Helping you to understand the complexities surrounding tax and make the most of the opportunities available.

Blog

Stay updated by reading the latest news and financial insights from the team.