R A Elmes Financial Planning

At RA Elmes Financial Planning, we believe that sound, holistic financial planning has the potential to establish the foundation upon which you can meet many of your future goals. Our mission is to build trusting, long-lasting relationships with our clients, providing them with a personal touch and a comprehensive financial planning service that caters to their unique needs and objectives.

Our History

RA Elmes Financial Planning has been operating and advising clients since 2013. Based in the market town of Bingham, in Nottinghamshire, we have built a reputation for providing expert financial guidance and tailored solutions to individuals, families, and businesses. Our team is led by Founder, Manager Director, and Financial Planner Robert Elmes, who has worked in financial services since 1998.

Our Services

We offer a range of financial planning services, designed to help our clients achieve their financial goals and secure their future. Our core services include:

• Cashflow Planning
• Investment Planning
• Retirement Planning
• Protection Planning
• Inheritance Tax Planning
• Estate Planning

We believe that financial planning should be holistic in nature, taking into account all aspects of a client's circumstances, objectives, and preferences. Our services are designed to be tailored to each client's unique needs, and we work closely with our clients to understand their goals and develop a personalized financial plan that suits them.

Fees and Privacy

We are a fee-based firm, which means that our remuneration is not contingent upon us arranging a financial product or transaction. This ensures that our advice is always in the best interests of our clients. We believe in transparency, and our fees are clearly outlined on our Fees and Privacy page.

Testimonials

Don't just take our word for it. Our clients have been kind enough to share their experiences with us, and we're proud to share their testimonials with you. From helping clients achieve their retirement goals to providing expert guidance on wealth management, we're committed to delivering exceptional service and results.