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Chartered Financial Planner & Wealth Management PartnerRHA Financial Management is a firm of Independent Financial Advisers. Our clients are both individuals and companies, usually introduced to us by other professionals, including solicitors and accountants.
Our clients come from a wide range of backgrounds and we can act for all clients no matter how large or small their investments might be. Initial meetings are usually free of charge and without obligation, giving our clients the option to choose to pay for our services on an hourly basis, or on a “per job” basis. We can also charge for our services by invoicing a percentage of the assets under our management.
We find that clients are attracted to our business through a combination of trust, professionalism, and personal service. We are happy to advise clients at our offices, their place of work, or at home, and believe that the provision of an efficient accessible service is paramount to their needs. The majority of our clients lead busy lives and therefore look to us to handle their personal financial affairs without fuss.
Roger Allen is a partner in RHA and is a Chartered Financial Planner. He has worked in the financial services industry since 1986 and previously worked with Chartered Accountants, BDO. In 1998, The Financial Times named Roger as Directors and Executives Pension Planner of the Year. He is a Member of the Society of Financial Advisers, writes regular articles for the financial press, and has appeared on television to discuss financial issues.