Russell Ulyatt Financial Services Limited
1 The Triangle
ng2 Business Park
Nottingham
NG2 1AE
Tailored financial planning for you
We’re independent - We have access to the whole market – that’s any product or fund we believe is right for our clients.
We’re fee-based - Our advice is impartial. When we recommend a product or investment, our only consideration is whether it’s right for you.
We’re personal - We take time to get to know our clients, and we’re always there when it really matters.
We’re qualified - Our team are talented, client-focused and many have achieved Chartered Status – regarded as the gold standard of financial adviser qualification.
What we do
Wealth Management - Get the very best outcome from your money by reducing your tax liabilities and protecting your capital, so that you can relax knowing your financial health is taken care of.
Retirement Planning - A sound retirement investment strategy will make sure that your money lasts and gives you the confidence to enjoy your wealth and have a comfortable, stress-free retirement.
Investment Advice - By maintaining a well-disciplined approach, managing risk and taking a long-term view, we’ve helped thousands of clients achieve their investment goals and we’ll do the same for you.
Please visit our website for full regulatory information
https://www.therugroup.com/regulatory-information/
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.