Financial planning helps you understand your financial situation and set goals for the future. It includes budgeting, saving, investing, retirement planning, and managing debts. Diligent financial planning can increase financial resilience to help you work towards your financial goals.

We work with individuals, families, business owners & trustees.

We provide comprehensive financial advice including retirement planning, investment strategies, tax planning, estate planning and protection. We tailor our services to your personal financial needs and goals. Click here to see full list of services

If you are uncertain about managing your finances, saving for retirement, or understanding investments, a financial advisor can help. We work with clients at all stages of their financial journey—from budgeting to complex estate planning.

Yes. Our advice process is solely focused on the best outcome for clients. We recommend suitable and appropriate products and services from the whole of the market.

Initial meetings are free of charge. This meeting is where we get to understand your requirements, explain our services, charges and advice process.

Any further meetings are subject to potential charges.

Meetings can be booked directly with us via phone, email or online form. Please find information on how to contact us here.

Initial meetings can be held either virtually or in person. Where meetings are in person, a convenient venue can be arranged.

As part of our process, we will gather information about your income and expenditure, assets and liabilities. Alongside these, we’ll also require existing investments, pensions and insurance and any information regarding this.

The introductory phase of the process should take no longer than 30 minutes. If you move on to the information gathering phase, please allow around two hours.

If you do not wish to continue after the introduction phase of the meeting, then you do not have to.

Financial advice typically refers to specific guidance on particular financial matters (such as investment advice or tax strategies), while financial planning takes a holistic approach to assess your entire financial situation and goals.

Yes, we provide business owners with advice on business structure, pensions, tax planning, and exit strategies to ensure your company remains financially healthy.

Without a financial plan, you risk missing opportunities to optimize your finances and may struggle to meet your goals. Having a plan gives you peace of mind and a roadmap to reach financial security and success.

Risks can include investment market fluctuations, inflation, changes in tax law, or unforeseen personal events (such as illness or job loss). A good financial plan helps you mitigate these risks and be prepared for unexpected changes.

The timeline depends on your financial complexity. Typically, creating a plan takes a few weeks after gathering all relevant information. After that, we'll work with you to implement the plan gradually.

A financial planner helps you select appropriate investments, balancing risk and return in line with your goals and time horizon. We regularly review and adjust your portfolio to stay aligned with your objectives.

We can get paid by charging you fees or receiving a commission, or a combination of both. As part of our initial meeting, we will discuss the options available to you depending on the advice or services you require.

Some of our services require us to charge VAT. We will inform you if this is the case.

Yes. Reybridge Capital Limited is an appointed representative of Corbel Partners Limited who are authorised and regulated by the Financial Conduct Authority (FCA).