FINANCIAL PLANNING SERVICES

PERSONAL | FAMILY | BUSINESS

Rhodes Consulting is your one-stop solution to personal, family, business and investment planning in the United Kingdom.

We offer a range of financial planning to services to help clients plan their financial future. With a combination of global perspective and local experience to help you succeed in your ambitions - be it personal or business, using your own strengths and capabilities.

INTEGRITY

CONFIDENTIALITY

TRANSPARENCY

Your one stop solution to personal, family and business financial planning

BENEFITS OF FINANCIAL PLANNING

SETTING PRIORITIES

Prioritizing trade offs as to which goals are most important to achieve and allocating limited resources to them.

EMERGENCY PLANNING

Developing and adhering to a financial plan means you have an amount saved in an unpredicted situation.

INHERITANCE PLANNING

Helping to minimise your tax liability or reallocate your assets to prevent your loved ones paying more than is necessary.

RISK PREFERENCES

Helping you choose your desired mix of asset classes for your portfolio: conservative, moderate and growth.

FAMILY SECURITY

Whether it is your life, health, or livelihood, the first step in effective financial planning is to protect what is most important to you.

TAXATION PLANNING

Arranging your financial affairs as efficiently as possible so you and your family pay the minimum amount of tax necessary.

INVESTMENT PLANNING

Aligning your financial goals with your investment resources and ensuring you get more money for your money.

EDUCATION PLANNING

Designing an investment strategy that specifically addresses the present and targeted educational needs of your family.

TESTIMONIALS

Mr. Client

London

Good, clear and sensible advice given in a friendly no-nonsense manner - just what I wanted!

Would recommend to anyone who wants sound financial planning advice and personal budget planning.

Mrs. Customer

Dubai

The service provided are thorough and appropriate – specially understanding my offshore resident requirements. Information was always passed in a clear manner. I have never felt more comfortable about my finances and to date my investments have been very successful. I have regular reviews and find them very accessible.

Mr. & Mrs. Couple

Preston

Rhodes took the time to understand our circumstances and undertook a thorough review. Everything was explained clearly over a number of appointments and we were given plenty of opportunity to ask questions and consider the advice before proceeding. We feel reassured that we have a robust and flexible future financial plan tailored to our needs.

Note: For confidentiality reasons, we are legally bound to protect the identities of our clients, hence actual names are hidden.