At RBA Wealth Management Ltd we pride ourselves on our relationship with our clients, many of whom have been with us since 1994 when the business was established under the name of The RBA Consultancy. We are extremely proud of our client retention rate over the years and consider our clients as friends and advocates of our business.
In June 2008 ownership of the business was passed to Angela Fountain, David Booth and Andrew Hackney and became known as RBA Wealth Management Ltd.
In July 2017 David retired as a Director, but continues his association with the firm as an active Senior Wealth Management Consultant.
In July 2018 Angela and Andrew formed a Partnership with Peter Halford, who was a Senior Partner within St. James's place for over 25 years in Stamford and was looking to gradually retire, this was the perfect opportunity to expand RBA to another beautiful market town.
Peter has recently stepped down as an adviser but continues to play a key role within the management team as a Wealth Strategy Specialist.
The team has been steadily growing over the years, we now have three additional fully qualified Wealth Management Consultants in the team, Sarah van Kouteren, Marnie Bradnick and Justin Fraser.
We are proactive in our approach, and look to provide a financial planning service which can deal with all aspects of our clients' financial affairs.
Covering workplace pension planning, retirement planning, investment planning, corporate and personal protection planning, care fees, Inheritance Tax, mortgage advice and every other aspect of financial planning; our expertise is second to none. With offices in Uttoxeter and Stamford, we are able to cater for both towns, both with fantastic high street locations, which are extremely convenient for meetings.
Working with RBA Wealth Management takes the hassle and worry out of financial planning We provide fund management, bespoke advice, and our client support team are there to assist with any queries you might have.
We aim to promote the development of lifelong relationships with clients, helping to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that we offer.
We aim to show you how to look after your money, believing you’ve earned the right to enjoy it (and even spend some) and ultimately help you to protect your wealth, grow it and one day pass it on to the generations in your family.
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