Business Details
26 Years
experience
Trusted Financial Advisers in Knaresborough
RMB Financial Management is a long-established firm providing financial advice and peace of mind to clients across the UK. We work with individuals, trustees, and business owners, offering tailored solutions to meet diverse financial planning needs. Our structured approach begins with understanding your personal circumstances and financial situation, followed by identifying your goals and aspirations. We conduct a thorough analysis of your current position, then develop a personalised financial plan aligned with your objectives. Implementation is executed with precision, and regular reviews ensure your strategy evolves with your changing needs.Our team combines extensive industry experience with a commitment to ongoing professional development, ensuring our clients receive informed, up-to-date guidance. We prioritise transparency, ethical practices, and client-centric service, building long-term relationships based on trust and demonstrable results. Our regulatory compliance and authorisation by the Financial Conduct Authority underscore our dedication to maintaining the highest standards of professionalism and client protection.
Services
Life Assurance
Financial Planning
Retirement Planning
Wealth Management
Taxation Advice
Estate Planning
Investment Trusts
Pensions Advice
Protection Planning
Critical Illness Cover
Details
- Year established: 2000
Highlights and features
- We have over 20 years of experience in financial planning and wealth management
- Our team consists of certified experts with Chartered Financial Planner status
- We provide structured financial strategies tailored to individual client circumstances
- We are authorised and regulated by the Financial Conduct Authority
- We offer ongoing portfolio reviews and adaptive financial planning services
Associations and certifications
- Financial Conduct Authority
Services
Life Assurance
Life assurance policies provide financial protection for dependants in the event of death. We offer term assurance, whole of life policies, and investment-linked options. Our solutions help cover mortgages, debts, and provide income for families. Policies can include terminal illness cover and critical illness benefits, with flexible premium structures to suit different needs and budgets.
Financial Planning
We develop comprehensive financial strategies addressing debt management, tax efficiency, retirement goals, and wealth preservation. Our process includes detailed analysis of current finances, goal setting, and implementation of tailored investment solutions. Regular reviews ensure strategies adapt to changing circumstances and legislative updates while maintaining focus on long-term objectives.
Retirement Planning
Our retirement planning services cover SIPP management, occupational pensions, annuities, and income drawdown options. We help clients optimise state pensions, manage auto-enrolment requirements, and create sustainable retirement income streams. We specialise in navigating complex pension legislation to maximise retirement outcomes while minimising tax liabilities.
Wealth Management
Wealth management services focus on preserving and growing assets through strategic investment planning. We offer trust management, lasting power of attorney arrangements, and estate planning solutions. Our approach combines risk management with tax-efficient strategies to protect wealth across generations while maintaining liquidity for immediate financial needs.
Taxation Advice
Our tax planning services address income tax, capital gains tax, and inheritance tax mitigation. We utilise ISAs, investment bonds, and trust structures to create tax-efficient portfolios. We specialise in retirement tax planning and business owner tax strategies, ensuring compliance while optimising after-tax returns through proactive, legally sound approaches.
People
Andrew Burnside
Chartered Financial Planner / Director
With over 25 years' experience in financial services, Andrew attained Chartered status in 2007. He specialises in creating tailored financial strategies and maintains up-to-date industry knowledge. He builds long-term client relationships while balancing professional expertise with a personable approach to client care.
Clare King
Office Manager / Director
Clare has over 20 years' experience in financial services, combining office management with advisory work. As a qualified adviser and paraplanner, she ensures operational efficiency while maintaining client-facing responsibilities. Her expertise covers client administration and supporting advisers with research and report preparation.
Questions
What financial services does RMB Financial Management offer?
We provide life assurance, retirement planning, wealth management, investment advice, tax planning, estate planning, and protection services including critical illness cover.
Are your financial advisers qualified and regulated?
Yes, our team includes Chartered Financial Planners and we are authorised and regulated by the Financial Conduct Authority.
How do you create a financial plan?
We follow a six-step process: understanding your circumstances, identifying goals, analysing your position, developing a plan, implementing solutions, and conducting regular reviews.
Do you work with different types of clients?
Yes, we advise individuals, trustees, and business owners with diverse financial planning requirements across the UK.
What areas do you cover?
We operate nationwide across the UK from our office in Knaresborough, North Yorkshire.
