In addition to being one of the North East’s largest firm of Chartered Financial Planners, we are also Independent!
As an Independent Financial Adviser, this means we work for you, focused on meeting your needs and aspirations. Unlike many financial advisers and wealth managers, we search across the whole of the pensions, mortgage and investment market for the best solution, and are not restricted to certain providers. Rutherford Wilkinson is proud of its reliability and you can rest assured our advice is always impartial and in your best interests.
Our initial discovery meeting, which is free of charge, provides the opportunity for us to explore your requirements and financial objectives and to determine whether we can help you in any way. Once we have discovered we can help, what level of service is appropriate for you and how that service will be paid for will be agreed with yourselves. There are a number of options available to you to meet the cost of our advice, which we will explain at this first meeting so that an informed choice can be made.
If you wish to talk to us more about the services Rutherford Wilkinson can provide and how this can help you, please contact Trevor Clark or Mike Gordon on 0191 217 3340 or email Trevor.Clark@rwpfg.co.uk or Mike.Gordon@rwpfg.co.uk.