Rory Menmuir

I work with private clients and their families providing advice across all areas of Financial Planning, with a particular interest and specialism in Retirement Planning and Inheritance Tax Planning. I operate on a whole of market basis and have a great deal of experience in working with other Professionals such as Solicitors, Accountants and Investment Managers to provide a true Client Centred Proposition, which delivers ongoing peace of mind and financial security to clients and their families on a multi decade and multi generational basis. Money is a means to an end rather than the end itself and therefore we need to establish the answer to the most important question - what is it for? I will take the time to discuss this with you and to really listen to exactly what it is that you want from life, for yourself, your partner and your family. My advice process, is backed up with all available technology and is centred around how you build, maintain and protect the life that you wish to live. Once we have established what this looks like, I am then able to provide advice around your “financial architecture”, how pensions, property, cash, investments and protection policies need to serve you in achieving the above. I strongly believe that good planning can make a fundamental difference to people’s lives and this is what drives me to provide exceptional service to my clients. I am based in the Midlands and am happy to travel to meet at a time and location convenient to you for a no obligation, initial discussion.