We provide a number of different services designed to
fit your needs. These can be summarised as follows.

Private client services

  • An annual review meeting including a full financial health check.
  • Unlimited telephone and E mail access.
  • Priority response service - phone calls and E mails returned within 24 hours.
  • The professional service - liaising and co-operating with your other
    professional advisers such as solicitors and accountants.
  • The portfolio construction service - including portfolio design and managing the risk
    according to your requirements.
  • The portfolio management service - providing on-line access to portfolio valuations.
  • The 'remove the hassle' service - tidying up the paperwork and generally removing
    the complexity and hassle out of administering your financial life
  • The second opinion service - being on hand to consider new ideas from whatever
    source they originate.
  • The Inheritance Tax & Estate Planning service
  • The taxation planning service
  • The SIPP service value added strategies using Self Invested Personal Pensions (SIPPs)
  • The retirement planning service - any strategy or plan designed to provide income and capital in retirement.

Bespoke

  • Treated as an individual
  • Personal plan designed around your objectives and current situation

Read our Terms of Business

RJB Financial Services is a trading name of Brackenbury (IFA) Limited. Brackenbury (IFA) Limited is an
appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial
Services Authority. The Company is registered in England number 4181993.
The registered office is 6 Lichfield Street, Burton–on–Trent, Staffordshire. DE14 3RD.

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1-2 North End, Swineshead, Boston, Lincolnshire, PE20 3LR.